Financial Planning: 
The process driven meetings with clients seek to clarify important issues to uncover other areas which need dire attention. It involves a rigorous study of clients financial position, income, and expenses, to statistically determine if a client would outlive their money. Whether you choose this process will be determined by a host of factors; at the very least however, you will walk out with a solid understanding of where you are and where you need to be regarding your financial future.
