The Planning Process Engagement Letter: Establish and define the terms of our engagement and set expectations. Information Gathering: Request and delivery of information on your current financial picture and any concerns or objectives you may have at this time. Analyzing and Evaluating: We will perform a thorough review of your current financial picture and begin to develop your SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats). Define Goals: We will meet to discuss and create goals that address your SWOT analysis and meet your objectives (your Financial Pathway). Develop Recommendations: We will work to develop realistic and actionable options to meet the goals we have established together. Communicating the Recommendations: Delivery and communication of your financial plan and timeline. Implementation: Take the steps outlined in your financial plan including collaboration with other professionals as needed. Monitor: We will establish a schedule together based on your need to meet periodically to address any changes to your financial picture and make adjustments accordingly.