Financial Planning Process
From start to finish, Eric Zine, a CERTIFIED FINANCIAL PLANNER™ professional, will guide you through the financial planning process steps to help you achieve your goals.
Eric will first explain his firm's financial planning services and define each of your responsibilities. Through open dialogue, he will learn about what's important to you and help identify your personal objectives and financial goals. Eric will then consider all aspects of your financial situation and work with you to craft a highly personalized, comprehensive plan designed to meet your goals. He will review the plan recommendations with you, explaining the rationale so you can make informed decisions. Once you agree on how the plan is carried out and implemented, he will help you manage your investments and other assets to stay on track, while working towards your goals.
If your circumstances change or shifting global markets require a different investing approach, Eric will be quick to recommend adjustments.