Financial Planning

DNA Process

Our team has developed and refined the DNA process to help people connect the financial puzzle pieces of their life:

Develop a plan
Navigate life
Achieve goals

A financial advisor puts together the financial puzzle pieces of life.

Common Questions

When can I retire?
How much should I save each year?
How should I budget?
How can I leave a legacy?

Common Questions

How should I use my monthly leftover cash?
What account I should contribute to?
Do I need life insurance?

Common Questions

How do I maximize social security?
How can I pay less taxes?
How do I help my children with education?

What is financial planning?

Financial planning is a 6-step process where our financial advisor looks at what you have, identifies goals, and gives actionable steps to achieve them. While identifying any missing financial pieces in your current plan. This is a snapshot. Regularly updating the plan to account for changes is important.

Six-Step Financial Planning Processs: Discover, establish, gather, develop, implement, and monitor.

Step one discovers how we can help during an initial meeting with no commitment.

Step two is establishing and determining financial goals of the client.

Step three is Gathering accurate information including documents and data, pay stubs, assets.

Step four is development, creating a financial roadmap with key recommendations and action steps.

Step five is implementing agreed-upon recommendation and action steps

Step six is monitoring the plan and adjusting the plan to modifications or life changes.

Describes the flat $1,500 cost of the financial planning.

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7307 North Division Street, Suite 205, Spokane, Washington 99208, United States

(509) 443-0845