Our Process
Recognize
- Assess your current financial situation
- Identify your priorities and concerns
Shape
- Gather information
- Establish Priorities
- Analyze your data
Craft
- Discuss results of your data analysis
- Discuss priorities and future steps
Movement (Action)
- Come to an agreement on recommendations
- Confirm suitable services and products
Reflect
- Review your implementation schedule
- Analyze your Review Checklist
- Assess necessary changes or enhancements
This goal-based planning approach is designed to help you:
- Define customized short and long-term goals that help ensure you choose only the right financial products and services
- Identify roadblocks or gaps that might impact your planning strategy
- Continually monitor your plan to help ensure it meets your changing needs
Asset-Map® Example—This can be created for you and/or your household and reviewed periodically as you REFLECT and REFINE with your Financial Professional.
