Our proactive planning process

  1. Getting to know you

    We’ll  establish  an  initial  meeting  to  determine  what  it  is  you  and  your  family   want to accomplish.
  2. Define your goals

    From that initial meeting we should both walk away with very specific short and long term goals for you, and your family.
  3. Create a plan to achieve your goals

    We’ll  take  all  the  information  gathered  from  our  initial  consult,  perform   additional research and tailor a plan specifically for you.
  4. Implement the plan

    We’ll  work  together  with  you  to  take  the  appropriate  steps  to  implement  the   plan  ...  YOUR  PLAN!
  5. Regularly  monitor  and  communicate  the  plan’s  progress

    This is the most important step in the consulting process. We’ll  regularly  and   consistently measure the progress of the plan and report to you the findings. For it is an affirmation of our commitment to keep your plan on track.
  6. Fine tune the plan

    Predicated on the progress report, as well as changes you may be experiencing in your life, we will refine your plan to make sure it stays on track.

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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