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.