Your Finances. Your Family. Your Future.
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PWM's Planning Process
"How we help you craft the vision of your financial future!"
Step 1: "Needs Discussion"
The first step of planning for anything is identifying the need your plan will be addressing. It's the same here. Before we deep dive into personal financial information, we want to make sure we identify the needs the financial planning process with be addressing.
Step 2: "Information Gathering"
Once we've established need, our next step is to start gathering the necessary information. This is one of the most critical, and simultaneously difficult, steps in the process. The better our understanding of your personal finances the better our analysis will be. Understandably, giving out personal information can feel uncomfortable. We aim to ease this burned by providing an explanation in our financial information request packet of WHY we're asking for the information that we are. We've found that when you, as a client, understand why something is being requested it's a more comfortable experience for you.
Step 3: "Analysis"
Once we've collected the necessary information is time for us to go to work on our analysis! We generally quote about 2 weeks for us to work through all of the details and, if necessary, follow up for any clarification we may need.
