Our Planning Process

Financial Security Wealth Management Process chart, which is arranged circularly going clockwise from the upper left. In the center it says Our Clients. INITIAL MEETING: Begin the discoery process. Discuss current situation. Mini Financial Planning Review: Strengths and weaknesses, overview of all planning areas. GATHER, RECORD, AND INVENTORY: Continue the discovery process, understand values, interests, and important relationships. Inventory resources, priorities, and financial goals. RESEARCH. Financial planning topics, risk reduction strategies, strategic planning scenarios, alternatives and options. Applications and account forms. REPORTING: Formal evaluations, specific, customized recommendations and advice. Coordinated financial planning and investment management services. EXPERTS: Team of carefully selected experts, each with high level of knowledge, skill, and professional expertise. WEALTH NETWORK: Coordinate comprehensive evaluation of entire range of financial needs. JOINT MEETINGS: Wealth management team applies expertise to evaluate all aspects of financial situation and devises appropriate solutions. IMPLEMENT: Monitor progress, on-going follow-up, regular reviews, on-going, personal availability. Paul S. Bonapart, JD, RFC, AIF, President Fiduciary Advice Since 1992 www.financialsecurityplanning.com. Financial Planning offered through Financial Security Planning Services Inc., a Registered Investment Adviser. Securities offered through Commonwealth Financial Network, member FINRA/SIPC.