OUR PROCESS
	Introductory Meeting
	The complimentary introduction meeting is a chance for us to determine whether our services will meet your needs. We will discuss your needs & expectations in a planning relationship and how we can be of service to you. If the relationship is not a good match, there is no obligation for you to become a client.
	Data Gathering & Goal Setting
	We will ask for information about your current financial situation including, but not limited to financial statements, estate planning documents, insurance coverage, and investment statements. This information will assist us in mutually defining personal and financial goals, understand your time frame for results and determine your level of risk tolerance.
	Developing Recommendations
	We will develop recommendations that address your goals, based on our evaluation of your current financial status. We will complete a written financial plan outlining the course of action and we will go over the recommendations with you to help you understand them so you can make informed decisions.
	implementation and monitoring of Recommendations
	We will work with you to determine how the recommendations will be executed. Brentwood Advisory Group may carry out the recommendations for you, or serve as your “coach,” coordinating the whole process with you and other professionals such as attorneys, tax professionals, bankers and insurance agents.
	monitoring Progress
	We will monitor the progress towards your goals and report to you periodically. This includes regularly performing an evaluation of your portfolio performance and making recommendations for adjustments, if needed, as your life changes.