The Planmark Process is the framework through which we make all financial recommendations and decisions. You can rest assured that once your goals are filtered through our unique system, all important options have been considered.
Project Your Goals: we start with the big picture of where you want to be.
Appraise Assets: It sounds simple, and it is – the first step in getting to where you want to be is to know exactly where you are now.
Perform Gap Analysis: we show you whether you are on track to meet your goals based on the in depth appraisal of your current condition, or if a course correction is needed to get on track.
Provide Options: based on a personalized review of your situation, your Planmark advisor can recommend several strategies to close the gap if necessary or accelerate your progress.
Implement Strategies: together we decide the best option for you, and put the plan into action.
Monitor the Plan: your partnership with Planmark has only just begun. We stay involved with ongoing monitoring and make course corrections when needed.