"Sometimes the smallest step in the right direction

ends up being the biggest step of your life."

INDIVIDUALS AND FAMILIES

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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 their clients.

 

Over a course of 4-5 meetings, the advisor will guide a client through the first five stages of the plan.

 

Once a client has implemented the action items identified according to their goals and objectives, the client and Advisor will continue to meet to monitor progress.

 

Our Process

1. Establishing and defining the client-        planner relationship

2. Gathering client data, including goals

 

3. Analyzing and evaluating the client’s current financial status

 

4. Developing and presenting recommendations and/or alternatives

 

5. Implementing the recommendations

 

6. Monitoring the recommendations 

 

The process starts with a conversation between the advisor and the client to help identify the key areas the plan will address.

 

As the client moves through the plan,

they will have a better understanding of their needs and goals in the following areas:

  • Budgeting & Cash Flow

  • Tax Planning

  • Retirement Planning

 

  • Estate Planning

 

  • Insurance Planning & Risk Management

 

  • Education Funding