Our Process
Do Not Live Without Knowing The Answers
After almost 25 years serving clients, Estate & Business Planning Group has developed a proprietary process for assisting our clients with the plans they have for the furture. The process starts during our first meeting. This process can take days or months to run its course. Your future is too important to rush into making hasty decisions.
- Discovery - How do we know if you get there if we do not know where you are going? There are no pre-packaged strategies. Our advisors spend all the time that is needed to understand where you currently are, what your goals are, and what challenges you will be facing to reach them. Estate & Business Planning Group knows that with every decision there might be possible impacts that are affecting other areas of your life. How will it affect your taxes or your income? We find answers before we even start. A little planning today can mitigate problems in the future.
- Implementation - This discussion covers all pros, cons, costs, features, and benefits. Our team works in full transparency with our clients. At that point, the journey begins, and the first steps toward your goals are taken.
- Monitoring - Change is the only constant in the universe. This is true for your life and the life of your financial plan. Circumstances change, the market rises and falls, and some strategies work better than others. Your plan will be adjusted accordingly to these changes. Our advisors stay in contact year round with our clients to make sure your financial journey stays on course.