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Our unique financial planning process begins with defining your needs, goals and dreams. Your financial planner at Summit Asset Strategies will help you identify the areas of improvements in your finances to help you achieve those goals. Your financial planner will guide you through every step of the planning process outlined below:
- Initial consultation: defining your financial goals.
- Data gathering: your financial “raw” data – account statements, tax returns, pay stubs, etc.
- Diagnostic of your current financial situation.
- Analysis of effective strategies to achieve your goals.
- Plan Presentation.
- Meeting with your Portfolio Manager.
- Implementing the strategies.
- Monitoring and reviewing your plan and strategies.
*Your investment portfolio manager will actively manage and monitor your investments on a systematic basis and may schedule separate review meetings to help you stay on track. Your financial planner will review your plan on an annual basis to see if adjustments or improvements need to be made on your behalf.-the annual review is part of our financial plan contract |
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