STEP 1 – DISCOVERY
During this initial phase, we invest the time to learn about you, your family, your goals, concerns, lifestyle, current needs, assets, liabilities, risk exposures, potential needs and more. We ask the right questions and answer hundreds more in a thoughtful and welcoming manner — after all, our goal is to work together to help you achieve your goals; to help you achieve security in your financial life and to develop a long-term plan customized for your needs. The only way we can accomplish this is by listening and understanding the nuances of your personal circumstances.
STEP 2 – FORMULATION OF FINANCIAL AND INSURANCE STRATEGY
After a thorough analysis of our findings from the Discovery phase, including an examination of income and estate tax efficiencies, we develop detailed strategies that reflect your risk profile, identified opportunities and investment needs. The strategies are integrative, tactical and straightforward and are designed to fit your life.
STEP 3 – IMPLEMENTATION OF YOUR CUSTOMIZED FINANCIAL WELLNESS PLAN
Upon the completion of our due diligence, discussions with you and an analysis of expected results, we work with you to execute your new Financial Wellness Plan. This is an exciting phase, and one that will enable us to continue moving you toward financial peace of mind.
STEP 4 – ONGOING ASSESSMENT OF FINANCIAL NEEDS
At The Lady Advisor, we work to support your financial goals. Once your Financial Wellness Plan is implemented, we continually monitor the results, coordinate with our team of advisors, and provide ongoing reviews and comprehensive reporting to you so that you feel comfortable with the activities and outcomes. We aim to simplify the financial complexities in your life so that your plan works in the short term and for your future.