The Planning Process
“The Traditions planning process involves identifying needs and objectives,
establishing priorities based on values, and implementing options”
establishing priorities based on values, and implementing options”
OUR ROLE IN THIS PROCESS
- We listen to your financial concerns and objectives.
- We analyze your personal situation with your values in mind.
- We propose realistic financial strategies.
- We review your progress toward your objectives.
Schedule an appointment today for a complimentary financial plan.