Step One: Pick a winning team | |
| Investment Planner |
| Attorney |
| Insurance Professional |
| Tax Advisor |
Step Two: Fact finding | |
| Goals |
| Investment Plan |
| Tax Plan |
| Objectives |
| Estate Plan |
| Retirement Plan |
Step Three: Examine the data | |
| Determine if current needs are being met |
| Determine if needs have been contemplated |
Step Four: Recommendations | |
| Review team suggestions |
Step Five: Create a plan | |
| Sign necessary documents |
| Purchase necessary insurance |
| Make changes as needed |
Step Six: Annual Review | |
| Keep your investment plan fresh |