How We Do It

Step 1:

The Fit

Working with a financial professional should be an engaging, frictionless relationship. Your first meeting with a PFS representative focuses on this relationship, setting a solid foundation to build from, establishing expectations for each other, and discussing short- and long-term goals ensuring a solid fit to move forward together with our proven process.

Step 2:

The Pre-Plan

This phase lets us gather the necessary details to examine how a comprehensive written plan would best support achieving your stated goals. Each detail of the financial planning process is guided by your goals, and how we apply the 4 cornerstones of financial planning.

Step 3:

The Plan

In this phase, the planner reviews all of the data and relevant documents. The planner uses their knowledge, experience, and the expertise of other professionals in the areas of tax, estate planning, and insurance to develop strategies, recommendations, and others to help the client meet his or her goals.

Step 4:

The Implementation

Working with a financial professional should be an engaging, frictionless relationship. Your first meeting with a PFS representative focuses on this relationship, setting a solid foundation to build from, establishing expectations for each other, and discussing short- and long-term goals ensuring a solid fit to move forward together with our proven process.

Step 5:

The Review and Support

Regular review and service is of utmost importance to your Financial Planner. Changes to your life are frequent, and with these changes may cause the need to update the Plan. Maintaining a vision of your future is critical, for as it is said “If you don’t know where you’re going, any road will take you there.”