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Our Process

When it comes to financial planning, a sound process is incredibly important. At Alliance Financial, we follow the steps according to the Certified Financial Planners Standards:

  • Establish the relationship – this can prevent miscommunication about expectations of client/planner
  • Gather data – Gathering pertinent data/goals is crucial to the accuracy of our plan
  • Analyze data – Analyze the gathered data, showing light on any areas that need attention
  • Develop a plan – Develop a plan seeking to maximize success of your goals
  • Implement a plan – Put the plan developed into motion
  • Monitor the plan – Monitoring is an important step to this process. What was ideal in the past may not be today. Staying in touch with Clients and making adjustments when needed.