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The CoreVision Financial Planning Process

Step 1

Gather Data and Establish Goals. To begin the process, we gather information on your current financial situation, including assets, liabilities, property, business interest, etc. We also help you define short- and long-term goals.

Step 2

Analyze Data and Create a Plan. Our team examines the information we have gathered to help create your personal financial analysis. We include our professional assessment and recommendations, as well.

Step 3

Present Plan and Implement Strategy. This meeting consists of reviewing your financial profile together and presenting our recommendations. We work with you to design an implementation strategy that best fits your needs.

Step 4

Monitor and Adjust Strategy. The final step in the our process is an ongoing assessment. We review your plan annually and make adjustments as necessary moving forward.

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