The Planning Process •We begin with a mutual interview. We will get to know one another, and discuss your past experience, current and future needs, and expectations you have of an advisor. In my 24 years of investing and planning it is very important that we understand each other, and the roles we both will play. If we agree to move forward we then will discuss/execute the following; What type planning has been done, and what planning is needed or needs to be updated. •Asset review of current holdings. •Create a proposed plan and investment model. •Review Plan and establish a contractual relationship •Establish a net worth statement. •Further modify the investment plan •Start the financial planning process of legal document meetings and preparation. •Gather assets. •Execute investment plan.