Our financial planning service has five steps:

Step 1: No Obligation Session.

At this meeting, a specially trained financial planner will listen to your finanical concerns and discuss what financial planning can do to help you achieve your objectives.

Step 2: Gathering Information.

If you decide to purchase a financial plan from the Center for Wealth Management, An Office of MetLife, we move on to the next and most important step; data gathering.

Step 3: Analysis and Recommendation.

A preliminary analysis of the information about you is prepared.  This includes reviewing all of your objectives and determining if they are feasible.  Your planner may consult, with your permission, with your attorney, accountant, or other adviser to make sure the data is complete.

Step 4: Final Plan Review.

After all of the alternatives and information is analyzed, a final plan will be presented to you.  The final plan is a written document prepared especially for you by your planner.  It contains specific recommendations designed to meet your financial goals and needs. 

Step 5: Plan Updated as Needed.

Change is constant.  Each year, and perhaps more frequently, your income, investments, assumptions, and objectives will change.  This is why building a relationship with your financial planner is important.  You planner stands ready to update your plan as needed.