My Process "Wealth Management Planning" Mutual Discovery Meeting I'll get to know you and find out what's important to you. I'll learnwhere you are in life financially and when you expect to retire. Defining Your Goals I'll help you define your goals in writing by understanding yourpersonal priorities. This will help us determine how much you'llneed to produce a lifelong income stream to support a successfulretirement. Design Based on the personal and financial information I have gatheredcombined with your personal goals, I'll put together action stepsI recommend to help you reach your goals. I'll present myproposal and explain each step so that you completely understandyour options. Implement Once you've decided to move forward, I'll help you implement eachaction step by working with you and other professionals. Monitor I'll monitor your overall situation and make recommended changeswhen necessary and regularly report your progress toward reachingyour goals.