Our Process

A Holistic Approach

As a CERTIFIED FINANCIAL PLANNER™ professional, Steven Coppola is well-versed in the many puzzle pieces that make up a comprehensive financial plan. Aiming to understand a client’s current and future needs, we utilize a holistic planning approach:

Before we have our first meeting, you’ll fill out a financial planning questionnaire that covers a number of questions regarding your current financial situation, goals, time horizon, and risk tolerance. Once you’ve completed the questionnaire, we’ll meet to review your answers and talk about the things that are most important to you, including your fears and goals.

Before we dive into your financial plan, we’ll make any necessary investment recommendations, such as portfolio changes or adjustments. From there, we will determine your financial planning needs.

Once we understand where you currently are and where you want to be in the future, we develop a comprehensive financial plan. By thoroughly explaining our recommendations, we strive to help you understand all elements of our developed plan. We believe that by understanding your financial plan of action, you can make more informed decisions, take an active role in pursuing your goals, and feel more confident in your future.

After we implement your plan, we continually monitor and make any necessary adjustments, based on personal or economic changes. We also meet with you and provide updates on a regular basis, based on your preferred level of communication. We strive to meet your needs by working closely together with both you and your family, and staying in close contact through the years.


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