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 future 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

 

 

 

 

 

 

 

 

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