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Phase 1– Discover Your Needs
  • Discuss personal and financial goals
    • What are your concerns?
    • What are your dreams?
  • Review current financial picture
  • Provide an overview of opportunities and how we can help you
  • Outline next steps
Phase 2– Create Your Financial Plan
Approximately 2-4 weeks are needed for data research, organization and input of financial information for your custom plan.  
  • Discuss preliminary findings and crystallize short, medium and long-range goals and objectives
  • Determine your risk tolerance
  • Finalize goals and projections to create an accurate path to reach your goals
Phase 3– Put Your Plan Into Action
  • Deliver and explain financial analysis and plan
  • Review implementation needed to achieve your goals
  • Allocate resources toward specific goals and complete paperwork
Phase 4– On-Going Review & Management
  • Develop long-term business relationship
  • Meet at least once a year for an overall review of your complete financial picture
  • Review action list and financial plan to ensure we are on track


 
 
 
Important Consumer Information | Privacy Statement | State Registrations 

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. The Watkins Team is a marketing designation.

This communications is strictly intended for individuals residing in the states of AK, AZ, CA, FL, IA, MD, ME, MN, MO, NC, ND, NJ, NY, OH, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Royal Alliance does not offer tax or legal advice. All other listed entities are not affiliated.

Please note: This information is strictly provided as a courtesy. When you link to any of the provided websites within this website, you are leaving this website. We make no representation to the completeness or accuracy of information provided at these websites.
 


Check the background of this financial professional on FINRA's BrokerCheck.