Our Consultative Planning Process

  1. Getting to know you

    Our main objective is the same as yours: Helping you plan and invest with confidence.
  2. Define your goals

    Together,  we’ll  discuss  your  most  important  goals,  both  for  the  short- term and the long term. The plan we create together will focus exclusively on you – your goals, your current finances, your time horizon and investing comfort level.
  3. Create a plan to achieve your goals

    We’ll  assign  a  priority  to  each  of your goals, and where possible, set either a target date for reaching each one or key milestones along the way.
  4. Implement the plan

    Our main purpose is to guide you towards financial confidence that comes from knowing you have a clear strategy for pursuing your goals.
  5. Regularly  monitor  and  communicate  the  plan’s  progress

    You have a partner in CCG to keep you focused and on track.
  6. Fine tune the plan

    'Connecting  your  money  with  your  life'  means  more  to  us   than a tag line. It is what we do.
Learn more here.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Coastal Capital Group, Inc.,
a Registered Investment Advisor and separate entity from LPL Financial.

The LPL registered representative associated with this site may only discuss and/or transact securities with residents to the following states:
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