Providence Planning Process
Our process provides you with tailored financial direction and strategy. In four steps, we illuminate a path that will guide you toward achieving your financial goals.
First we meet to get ACQUAINTED with you, your goals and your current financial data to develop our custom plan.
Next we ADVISE on our strategies for tax efficiency, investment planning, risk management, estate planning, etc.
Finally, we ACTIVATE your financial planby implementingthe recommended strategies.
Our involvement doesn’t stop once the plan is in place. We regularly monitor your situation and ADJUST your plan as necessary to work towards meeting your goals. We will engage other professionals (attorney, CPA, insurance expert, etc.), if necessary.