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Lanai Financial Solutions

Financial Advice from an Independent Perspective

Our Process

STEP 1:

INITIAL MEETING DISCOVERY PROCESS

In Person Meeting to Discuss

Learning about you, your goals and what's important to you
Understanding any special concerns/challenges
Discovering how we can add value
Understanding your risk tolerance
Communicating our investment philosophy
Communicating all the ways in which we can be hired to assist
Discussion of fees

STEP 2:

3-5 DAYS
DEVELOPING FINANCIAL PLAN

Gather data, documents, and statements for analysis
Analysis of your goals
Begin drafting financial plan

STEP 3:

7-10 DAYS
FINANCIAL PLAN MEETING

In Person Meeting to Discuss

Sign documents needed to establish accounts
Presentation of financial plan draft
Review of onboarding process

STEP 4:

10-20 DAYS
DEVELOPING INVESTMENT STRATEGY

Transfer existing assets
Analysis of current investments
Develop investment strategy

STEP 5:

28 DAYS
FOLLOW UP MEETING

In Person Meeting to Discuss

Review and walk through investment strategy
Review your LFS Financial Organizer
Review and set up online resources
Development of schedule for future meetings

STEP 6:

35 DAYS
DEVELOP AND REVIEW FINANCIAL PLAN

In Person Meeting to Discuss

Financial plan
Credit, lending, and education planning
Insurance and liability review
Business succession planning
Charitable giving mission
Estate planning and family dynamics

STEP 7:

ONGOING REVIEW PROCESS

Regular performance and investment review
Monitoring of financial plan
Review statements
Perpetual evaluation of our service
Keeping up to date on life changes, needs, and objectives

To Schedule an Appointment

Call (831) 476-7300 or

Contact Us Online