The Wealth Planning Group, Inc. adheres to the Certified Financial Planner Board of Standards six step process as outlined below.

Establishing and Defining our Relationship

We believe that crafting a long term financial planning strategy requires a crystal clear understanding of what matters most in your life. During our initial consultation our conversations will focus on your objectives and values, your successes and your challenges.


In order to deliver the most accurate and personal plan, this step involves an in depth gathering of current financial as well as non financial data. This is one of the most important parts of the planning process. Outdated or inaccurate information may significantly skew planning projections.

Analyzing the Data

Through evaluation of the collected data, we will gain a clear snapshot of where you stand, identify strengths that exist and examine potential points of vulnerability.

Plan Delivery

In this step the Wealth Planning Group will present your comprehensive wealth plan outlining specific recommendations and discuss the rationale behind them.


The wealth plan is only a road map. It requires setting the wheels in motion toward your destination. After reviewing the recommendations with you to ensure you have a clear understanding, the Wealth Planning Group will assist you in prioritizing and setting an appropriate course of action.


Because life is dynamic, we believe that Financial Planning is a fluid activity which requires ongoing monitoring and the flexibility to make changes as needed. Regularly calendared reviews help us keep your ultimate goals in focus and on track.