At Steven P. Ruse CPA, CFP®, we approach each client engagement with an open mind and no preconceived notions of what you should or should not do. This is why we listen first and perform thorough fact finding.
By asking the right questions, we achieve clarity about your goals. Through an unfiltered, open dialogue, we focus in on and prioritize tasks. In this first stage, we assess both your ability and willingness to take risk.
Next, we formulate strategy by analyzing your current investments and overall financial position. From this we develop an actionable, purpose driven plan. We communicate with you to adjust, confirm, and reach accord on the plan. Only when everyone is comfortable with the recommendations do we implement and put the plan in motion.
Finally, we monitor, review progress, anticipate changes, and make adjustments. Financial planning is a continuous process that carries on through all stages of our lives. We maintain an open dialogue with our clients and adjust strategies base
d on their feedback regarding
their life and investment goals.
Integrating Investments, Planning & Taxes Is Essential To Achieving Your Goals.
Please Contact Us to find out more about our Financial Planning Services.