Our Planning Process

Financial planning is the process of looking at your short and long-term goals, assessing the resources available to help you accomplish those goals, addressing the barriers that may prevent you from achieving those goals, and then building a plan to make it happen.

If circumstances change or goals change, we will move back into the Discovery
phase and adjust the plan as needed.

Telos is the Greek word for “Purpose.”

Every component of your financial plan should have a purpose. From the investment vehicles to the investment mix to the charitable giving to the retirement distribution planning – each piece should serve the purpose of helping you achieve your long-term goals.

Telos Asset Management's

FINANCIAL PLANNING PROCESS

1

DISCOVERY

The first step in our financial
planning process is to develop a
deep understanding of your current
financial situation. From your current
job situation, to your insurance, to your
short-term cashflow needs, this step
is designed to help us get clarity on
where you are today.

2

GOALS

The second step in our financial planning process is to get clarity on where you want to be in the future. From your desired retirement income to your  lifestyle aspirations, to your legacy goals, this step is designed to help us get clarity on your long-term goals.

3

ASSESSMENT

The main objective of the assessment phase is to analyze your current course of action, to identify other potential courses of action and to identify the main sources of risk that  could keep you from achieving your long-term goals.

4

DEVELOPMENT

The development phase of the planning process is where we put together our financial planning recommendations. By identifying what action steps need to be taken to reduce your risk and help you meet each of your stated goals, this phase lays the foundation for your future.

5

PRESENTATION

The presentation phase is where we present our findings and communicate the steps we recommend you take to move toward your long-term goals. During this phase, expectations may need to be reset based on your objectives and the resources available to achieve those goals.

6

IMPLEMENTATION

Once the financial plan has been established and agreed upon, the implementation phase turns the plan into reality, with each component of the plan designed to align with your short and long-term goals.

7

MONITORING

The monitoring phase is designed to check on the progress being made and to identify any adjustments needed to keep you moving toward your desired outcome. If circumstances change or goals change, we will move back into the Discovery phase and adjust the plan as needed.

Schedule Your 15 Minute Intro Call.