We like to help you determine what you want and need in an advisor that you choose work with. We share with you what type of work we do, how we do it and what you can expect from us. It's very important that we are a good fit for each other before we start the process. After all, we consider our clients lifetime friends...
Establish Goals and Objectives
Successful people have developed the habit of making decisions that positively impact their future. Strategic decisions, followed by sustained commitment and accompanied by a clear process that will assure the best results. Goals and Objectives are the heart of any good plan and determines the action steps going forward.
Evaluate Current Situation
A comprehensive review will be conducted on your documents, strategies and products being used. We will "pick apart" each element to determine why and how these items fit into your goals and objectives. We help you to understand what you are have now, how it is working and where it will lead you.
Develop Comprehensive Plan
Once we know your goals and objectives, evaluated your current situation it is now time to develop a comprehensive plan that will meet those goals. Breaking down each piece of the puzzle and explain how they fit together, complimenting each other. We call this the ROAD MAP.
Once the Road Map has been determined and agreed to, we will help you implement each step, leaving nothing to chance. We will help you with each piece, making sure each element is in place properly as designed, organized for your understanding, and set forth on auto pilot so you do not have to worry about it.
Periodic Ongoing Review
Creating and implementing the strategic plan is just half the battle. Any good plan requires evaluation and maintenance. We will set in motion a periodic ongoing review of your goals, strategies and products, help you to rest assured that you remain on target to where you want to go.
TAX and LEGAL DISCLOSURE Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.
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