S O L U T I O N S
INDIVIDUALS & FAMILIES
Taking the First Step
Whether you are retired, approaching retirement, in mid-career or experiencing a
life transition, we are here to help you reach your goals.
At Foresight Solutions, we follow a six-step process in developing and implementing plans for our clients with your best interests in mind.
We will guide you through your personalized plan to ensure you have a better understanding of your needs and goals in the following areas:
Budgeting and Cash Flow
Insurance Planning and Risk Management
Establishing and defining the client-advisor relationship.
Develop and present recommendations and/or alternatives.
Gather the necessary data including your goals.
Analyze and evaluate your current financial status.
Implement the recommendations we agreed on.
Monitor the recommendations and make any necessary adjustments.
Sometimes the smallest step in the right direction, ends up being the biggest step in your life.
Are you ready to take that first step?