Comprehensive Planning Process

Kristi follows a meticulous process, designed to assess your situation, goals, and level of risk tolerance. Once understood, she can make appropriate recommendations to meet your needs. Everyone is different and Kristi will adjust her approach to suit you, but in general, she utilizes the following process to help those she is privileged to serve.

Process Step 1

Step 1: Review

Review your individual situation and personal objectives. Everyone’s financial situation is unique. Understanding a client’s background information and financial goals are vital. Kristi can provide more precise recommendations the more she gets to know you. As a result, Kristi will take some time to discuss your hopes, dreams and objectives, and the things that really matter to you. This is the basis of the first meeting with all her clients.

Process Step 2

Step 2: Analyze

Analyze and review your needs. After getting to know you, Kristi will work with you to identify and prioritize your objectives, and then help establish benchmark targets. This is necessary in a world of unlimited choices. People often fail to achieve their objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals. By breaking down your aspirations into specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted, scaled down, or simply abandoned.

Process Step 3

Step 3: Develop

Develop and implement a strategy to help you achieve your goals. Based on your conversations and analysis, Kristi can create and recommend the steps that it will take to help you achieve your financial goals.

Process Step 4

Step 4: Coordinate

Coordinate your financial activities. Kristi regularly coordinates insurance and financial activities for clients with the other members of their team of financial, tax and legal advisers. She will happily do the same for you.

Process Step 5

Step 5: Implement

Implement your strategy. Kristi will work closely with you and your other third-party professionals to set your plans into motion, getting you another step closer to your financial goals.

Process Step 6

Step 6: Monitor

Monitor the status and progress of your strategy. Planning is not a one-shot deal. Strategies need to be adjusted as your life and the economy changes. Kristi will work with you to help keep your program on track with your changing needs.