Step One: Pick a winning team
- Investment Planner
- Attorney
- Insurance Professional
- Tax Advisor
Step Two: Fact finding
- Goals
- Investment Plan
- Tax Plan
- Objectives
- Estate Plan
- Retirement Plan
Step Three: Examine the data
- Determine if current needs are being met
- Determine if needs have been contemplated
Step Four: Recommendations
- Review team suggestions
Step Five: Create a plan
- Sign necessary documents
- Purchase necessary insurance
- Make changes as needed
Step Six: Annual Review
- Keep your investment plan fresh