Your financial objectives for your family and your business drive our entire planning process. We begin by developing a clear set of objectives. Many people have a broad sense of what they hope to accomplish but often lack specific objectives. By sharing our knowledge and experience we can help you prioritize and execute your financial plan.
Next, we perform a comprehensive review of your current assets and legal documents. Kistler-Tiffany Advisors will present appropriate options based on the outcome of our assessment so you can make an informed decision.
Planning is a process, not an event.
3 Most Important Elements of Our Process
Phase I: Conduct a detailed analysis of the objectives of your current plan and the results achieved to date.
Phase II: Develop specific steps to maximize the effectiveness of your plan and bring it in line with your stated objectives.
Phase III: “Manage” the implementation of your plan, overseeing that each plan component is correctly designed and executed.
Events Driven Plan Update
In the event circumstances in your life or business warrant a significant change to your plan, we will work with you to determine if any significant changes are necessary.