| 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 |
