Getting Started
Getting started couldn’t be easier. Just pick up the phone and arrange a complimentary consultation with one of our team members. In less than half-an-hour, we can explain all of the essentials of our financial planning approach and philosophy.
If after this brief consultation, you are interested in learning more, a thorough game plan will be formulated that will quickly get you on the path to meeting your life and wealth goals. If you are a successful executive or professional seeking superior financial counseling tailor-made for your circumstances, call (973-285-4359) today. There’s no time like the present to solidify a healthy financial future.
1.) Schedule Complimentary Teleconference or Face-To-Face Consultation
In only twenty minutes we will outline our financial planning approach and philosophy. A quick discovery interview at this same initial meeting will give us a thorough grasp of your most crucial financial objectives and life goals.
2.) Discovery Meeting
This second meeting, generally requiring thirty to ninety minutes, will ensure that your data and documents are organized, and we’ll review your objectives in further detail as well. We’ve made it easy for you to gather the appropriate documents for this meeting by providing an easily printable itemized list.
3.) Plan Design, Construction and Production
We generally dedicate two to four weeks to formulate a strategy for your vision and to memorialize it in a written and graphical format. During this time, we are meeting with other team members in various planning disciplines to conduct a review of your specific objectives.
4.) Plan Presentation
We present our findings and recommended strategy in a clear-cut and comprehensive manner at this meeting. While we ask that you consider our ideas with an open mind, no immediate decisions are required on your part--and we in fact encourage our clients to take plenty of time to digest the information fully.
5.) Plan Implementation
Once you’ve taken the requisite time to consider our recommendations and we’ve answered any queries you may have, an action list is assembled to best execute your tailor-made plan. As an example, steps on the action list may range from meeting with your estate attorney to re-allocating the balances in your deferred compensation plan.
6.) Plan Monitoring
While the extensive time we dedicate to formulating your financial strategy is crucial, none of it would mean a thing without vigilant oversight and constant re-evaluation of your circumstances, goals, and objectives. By continuously monitoring your ongoing progress toward your goals, and keeping in close contact, we’re ready to make all the right adjustments should your circumstances change.
4 Campus Drive | Parsippany, NJ 07054 | Telephone: 973.285.3600 Ext. 359
