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Our process helps us, and our clients, stay focused on the many details surrounding a tailored financial plan. We use this format to customize your financial plan specifically to your individual needs.

Phase 1– Discover Your Needs
  • Discuss personal and financial goals
    • What are your concerns?
    • What are your dreams?
  • Review current financial picture
  • Provide an overview of opportunities and how we can help you
  • Outline next steps
Phase 2– Create Your Financial Plan
Approximately 2-4 weeks are needed for data research, organization and input of financial information for your custom plan.  
  • Discuss preliminary findings and crystallize short, medium and long-range goals and objectives
  • Determine your risk tolerance
  • Finalize goals and projections to create an accurate path to help reach your goals
Phase 3– Put Your Plan Into Action
  • Deliver and explain financial analysis and plan
  • Review implementation needed to achieve your goals
  • Allocate resources toward specific goals and complete paperwork
Phase 4– On-Going Review & Management
  • Develop long-term business relationship
  • Meet at least once a year for an overall review of your complete financial picture
  • Review action list and financial plan to help ensure we are on track
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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the states of CA, CO, FL, MN, MT, NY, OR, PA, SD, WI. No offers may be made or accepted from any resident outside the specific states referenced.

Royal Alliance does not offer tax or legal advice.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, FL, IL, IA, MA, MN, MT, NV, NY, OR, PA, SD, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.