At Milestone Asset Management Group, we believe that at the root of every goal lays a comprehensive financial plan that must be monitored and adjusted along the way. Financial planning, pulls all your finances together, organizing them and making management easier and more effective. The more you understand and better manage your wealth, the more likely you are to achieve your goals and dreams. We use a client-centric process, focused on pursuing specific milestones we create together. Our Comprehensive planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course. Here is a flowchart that highlights our process:
We ask that you complete a detailed questionnaire and meet with you to evaluate your current financial position and discuss your financial needs and goals.
We build you a financial plan based on your information and input, our expertise, and utilization of the best planning tools.
We review your plan with you and together we agree on how you would like to proceed.
We take care of the paperwork and get your plan moving forward.
We have regular meetings with you to review the progress of your plan and discuss any life changes.
Creating a Financial Plan will help you: