As a Certified Financial Planner™, Marcus is here to help guide you through the often overwhelming process of creating your financial blueprint. Our process includes:
1. Clarifying your financial goals and objectives.
2. Gathering the necessary information that is both directly and indirectly related to your goals and objectives.
3. Reviewing and analyzing your current financial situation.
4. Developing a personalized strategy to achieve your goals and objectives.
5. Implementing your personalized strategy utilizing the appropriate financial tools.
6. Ongoing plan review as your needs and situation change over time.