- Determine and Review Financial Needs
- Propose Solutions
- Implement and Evaluate
- Review Results, Communicate and Revise
Successful planning begins with a clear understanding of what must be done to help meet your goals. We believe helping you clarify your goals is the first step towards achieving them. Then we will gather extensive information about you, your assets, your goals and objectives and the personal considerations that will make this plan unique to you. Success is best measured by comparing your results to your goals. Next, we gauge the distance between where you are now and where you would like to be financially. We will show you a clear picture of what needs to be done in order for you to achieve your goals.
We will present our analysis showing you where you are, where you need to be to accomplish your objectives, the appropriate alternative solutions available to you, and the steps you need to take to implement your plan.
Once you have identified the solution with which you are most comfortable, we meet with you to put the financial plan in motion. We will help you make the financial moves that will position your wealth accordingly.
What sets us apart is that The Paris International Planning Process is not an event – it is never “over and done.” Rather, it is a relationship. Your plan will change with your life. We will modify it to suit new circumstances, priorities, and financial objectives.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
*Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Paris International are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.