"Never look backwards unless you are planning to go that way”
- Henry David Thoreau
OUR PROCESS
1. Introductory Meeting
Getting to know each other - interests/philosophy towards money/visions
Financial dreams and concerns
What are we trying to accomplish?
Are we looking at the entire financial picture or trying to solve a specific problem
2. Discovery Meeting
What is the actual Current Situation?
What is the future Desired Situation?
Gathering the current Facts
Identifying and setting Objectives – short term/mid term/long term
Setting of Priorities
3. Back Office Analysis
Primarily done by Lenert Financial
Recommendations that best meet objectives
Risk Management and Investment options
Asset Protection and Cash flow
Costs and Fees
Liquidity and flexibility
Current and future obstacles
4. Recommendations and Initial Blueprint
Crystallizing the plan we will soon implement
Rationale behind recommendations
Alternative planning options
How it all works together
Other considerations
5. Implementation
Piecing it all together and setting things in motion
Action items/Action plan and implementation calendar
Paperwork/Applications/ Transfers/Underwriting
Homework for you and Homework for me
6. Review and Refine
Monitoring our plan (Actual and Desired) – are we progressing towards desired vision?
Should the plan be adjusted to better fit changing situations and current environment
Considering future objectives and next steps
Neither Lenert Financial Group nor its agents offer legal, tax or accounting advice.
Please consult your own tax, legal or accounting professional before making any decisions.