Planning Process

After studying how successful people make informed decisions, and to make things more understandable for our clients, we developed the You Financial Seven Step Planning Process:

  1. Define what “winning” means to you
  2. Understand the rules
  3. Develop a strategic plan
  4. Create a tactical plan with meaningful goals
  5. Involve outside professionals
  6. Foster the cadence of communication with all parties
  7. Monitor progress and make adjustments