Inquire
- What are your retirement goals as they relate to finances?
- What is your risk tolerance?
- Do you desire professional management?
Investigate
- How can we meet your retirement goals?
- What services are best fit for you?
- What needs to be your focus as you approach retirement or actually move into retirement?
Identify
- Lay out an initial plan that will establish goals
- Work with client to finalize plan that addresses all concerns and goals
- Discover and evaluate financial strategies that aim to provide the best opportunity for the plan to be successful
Implement
- Execute the financial plan by placing resources in appropriate strategies
- Continuously evaluate client’s risk tolerance
- Provide ongoing continuous service
- Build a lasting relationship
