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Bonanno Financial Advisors, LLC - Colonie, NY

Call Us: (518) 438-1835

 

Financial Planning Process

Step 1.  ENGAGEMENT LETTER

  • After a complimentary initial consultation, we mail you a Letter of Engagement:

    • To establish a level of services
    • To clearly define your goals
    • To let you know what you can expect from us

Step 2.  ANALYSIS & PRESENTATION

  • We analyze the financial information you provide us, integrate with our planning notes and prepare a written plan and recommendations.
  • We set up a meeting with you to clearly present our recommendations.

Step 3.  IMPLEMENTATION

  •  If requested, we help you implement your plan step by step until it is completed.  

Step 4.  FOLLOW UP & MONITORING

  • We prepare a written summary of your completed planning items and those outstanding for future follow-up.  Our clients receive: 

    • Annual or semi-annual face to face meetings
    • Ongoing monitoring of their portfolio and insurances
    • Occasional phone calls from our advisors
    • Quarterly newsletters mailed or emailed
    • Quarterly investment portfolio statements
    • Daily online portfolio summary
    • Unlimited phone and email contact