We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.
We will work with you to:
Introduction: Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you.
Analyze: As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.
Review: A process to make sure you know we listened to you and understand your objectives and know what it is you want to accomplish.
Re-approach: A document that provides a view of your current situation, objecitves and issues that may need addressed.
Data: Complete a Data Session, in which we collect the information about your current financial and business state of being to create an accurate picture of your financial status.
Implementation: Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend some insurance and financial products if needed, as well as work that may need to be completed by other professionals such as your attorney or CPA that can help you achieve your financial goals.
Coordination: Coordinate your financial activities. If you would like, we can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisors. This is where PFS, Inc can make a difference to guide you and push ahead, keep the process moving and make sure it does not stall.
Finalization: Monitor progress; providing you with a finalized copy of documents that were completed for you to retain and share with family. Providing ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. We will work with you over the years to help keep your program on track with your changing needs.