Our Approach to the Wealth Planning Process

Financial Planning Process: 5 Simple Steps

Through an independent perspective, we focus on demystifying your options, clarifying your wealth and guiding you with objective recommendations.

STEP 1

Goal Calibration

Our first step is an open discussion. We help you uncover, articulate and prioritize your goals, resulting in a timeline of objectives.

STEP 2

Plan Blueprints

We define ideal and acceptable targets and create a full, written financial plan.

STEP 3

Portfolio Alignment

Our team designs a portfolio specifically focused on your goals.

STEP 4

Performance Efficiency

We present your plan, and we strive to maintain complete clarity through the advisor-client relationship..

STEP 5

Principled Management

We work toward aligning your wealth strategies with your goals while you confidently enjoy your best life.

Are your investments in sync
with your goals?

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Schedule an Appointment

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Frank Galzarano, ChFC®, AIF®, CFP®
Managing Partner, Financial Planner
Schedule an Appointment with FrankCall Now
Mark Dougherty, CFP®, RICP®, CMFC®
Partner, Financial Planner
Schedule an Appointment with MarkCall Now