Planning Process


MOORE FINANCIAL’S 6-step Financial Planning process goes as follows:  #1)  initial consultation, #2)  information gathering, #3)  information analysis, #4) development & presentation of strategies, #5)  implementation and #6)  review and revise mode.  During the Financial Planning process we try and review all of the applicable areas from the following:  Insurance PlanningInvestment Planning , Retirement PlanningEstate Planning and  Business Planning which includes  Group Benefits & Group Retirement and Executive Compensation . If you’re interested in organizing your financial affairs to optimize the benefits for you, your family and/or your business – then we can help.