1

Initial Consultation and Data Gathering

The initial consultation is free. During this twenty-to-thirty minute meeting, we will introduce ourselves and discuss what you can expect from RSA Planning, giving you an opportunity to discover if your needs will be satisfied by our approach. We present a list of documents to bring to the next meeting to start the process of creating your personal financial plan.


2

Identification of Issues

A thorough interview to identify pertinent issues and establish short and long-term financial goals. We emphasize a holistic approach to your financial situation by examining your values, attitudes, expectations, and risk tolerance.


3

Goal Setting

Few of us have ever sat down and truly clarified our goals. During this process we assist you in defining, refining, and prioritizing your ideas into realistic concrete goals.


4

Examination of Alternatives

After the meeting we analyze your data. We then present viable alternatives to you. We discuss the pros and cons of each plan of action. You will be able to make an informed decision about your financial future.


5

Implementation

We will work with you to ensure that the plan is executed effectively. This may be accomplished exclusively through RSA Planning, or in combination with your existing professional team.


6

Review/Revision

A quarterly report detailing the results of your individual holdings and comparing them to relevant benchmarks is submitted to you. We will suggest changes to your portfolio due to performance, shifts in goals, or life events.