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The Financial Planning Process

Financial planning is a personal issue. E. Todd Fowler helps you develope a written plan. The financial planning process methods and objectives.

  1. If you do not know where you are going how will you get there? We begin by helping you set your goals and objectives to have a foundation for your financial plan.
  2. We gather data. Taking inventory of your financial situation will give you an understanding of your strengths and weakness and help establish the basis for your financial plan.
  3. Clarify your financial situation and identify any problem areas and opportunities.
  4. Develop and review a written financial plan.
  5. Review recommendations and implement your financial plan. This may include contacts with other professionals such as attorneys and accountants.
  6. We help you monitor your financial plan scheduling a regular review appointment.