OUR PROCESS...Clarity 2 Prosperity...The Holistic Planning Process

Our fee-based plans are designed to be implemented by you, your advisor, or Franklin Financial Services group.  You choose at the conclusion of the planning process.  It's all up to you.

We build your custom Holistic Plan by going through four key stages:

#1  UNDERSTANDING WHERE YOU ARE

     Focus on the future.  Your vision and priorities are the center of our process.  Our focus is squarely on you and your families goals and objectives.  We also feel it is important to introduce you to our firm's philosophy and identify which of our three Service Models might be of benefit to you.

#2  DETERMINING WHERE YOU WANT TO GO.

     No two people are the same.  Knowing your current situation elps us determine how best to help you reach your desired future.  In step two, we gather the necessary information to create a comprehensive and customized plan by evaluating your unique needs and preferences.

#3  ACHIEVING A COMPREHENSIVE PLAN

     Your customized Holistic Plan is introduced.  In step thrree, we walk you through the strategies and options that will help you reach your goals.  Once you have reviewed your plan, we help you to put the wheels in motion with a focus giving you choices to make informed decisions.

#4  CONTINUAL SERVICES & SUPPORT

     Our Holistic Plan performs best when it is reviewed regularly, and i this step we draw from established resources, capabilities and experience to keep your plan aligned with your desired future.  Ongoing communication and monitoring allow us to make your future our business.