Don Maycock...advising you to and through retirement!

The Traditional or Full Service Financial Plan

As a Certified Financial Planner®, I use the following six-step method when a client engages me as their financial planner as shown below.

First Meeting

Step 1: Define and agree on the scope of the financial plan.

Step 2: Determine your goals and expectations.

Second Meeting

Step 3: Clarify your present financial status and identify any problem areas and opportunities.

Step 4: Provide recommendations in writing to address the goals discussed in step 2 above.

Third Meeting

Step 5:  Implement the plan with suitable products and accounts.

Ongoing

Step 6: Monitor the Plan. Hold financial plan reviews (typically once annually) or when there has been a significant tax, economic, product change or lifestyle change affecting your financial situation.

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