The Financial Planning Cycle
Our Six-Step Cycle Tailored for You
No matter where you are in your financial journey, our advisors can create a personalized financial plan that will keep you on-track to achieving your short- and long-term goals.
1. Meet
The ongoing relationship between you and your First National financial planner is key to creating and planning your investment portfolio.
2. Gather
We learn about your goals and expectations today, and we gain insights into your future aspirations.
3. Evaluate
We consider your current financial picture and how it aligns with your investment portfolio.
4. Create
We build an action plan that creates a path to achieve your financial goals.
5. Implement
We deploy your capital. Fees are based simply on the size of your account.
6. Review
We evaluate your portfolio’s performance and discuss its progress toward your goals. We make any needed adjustments, and the cycle begins again.
