We employ a proven-effective seven-step financial planning process:
STEP 1:
Identify
Your current situation and long-term goals
STEP 2:
Analyze
Your family assets and objectives to determine any problems, issues, gaps, or opportunities
STEP 3:
Test
Multiple scenarios using state-of-art financial planning tools and Web-based software to project possible solutions and to determine the most effective investment options for you
STEP 4:
Propose
solutions reflecting our findings, observations, and potential opportunities at no additional cost or obligation to you—after which we’ll present a financial planning agreement outlining costs for building, implementing our strategies if you choose to proceed
STEP 5:
Recommend
specific actions via a detailed plan and timeline, with the clear understanding that implementation of any financial planning recommendation is entirely at your discretion
STEP 6:
Implement
the agreed-upon ideas and strategies while coordinating with your team of advisors, attorneys, and accountants. You have the option to use one of STA Wealth Management’s advisors to manage your portfolio by signing a separate advisory agreement
STEP 7:
Update
you by meeting periodically to review the impacts of any changes to your situation and financial goals and to help you organize key documents and other personal data on our secure planning website