Our Process

header forest hills financial roadmap2
Our financial planning process is easy and confidential. There are six steps that establish a base line for your financial well-being for years to come.
  • We review your overall personal financial situation, past and present, to discover your financial objectives
  • We help you set your priorities for the future. Education costs, retirement, or wise investments.
  • We help you determine the degree of risk you are comfortable with when it comes to your money. Risk is balanced against your desire to make your money grow over time
  • We identify the resources you will need to pursue your goals and outline a systematic program to enable you to work towards meeting tomorrow's objectives
  • We offer strategies for working towards your goals by making recommendations of the types of financial investments more suitable to your needs.
  • We help you monitor and update our plan recommendations annually


Go to top