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Our Process

The Financial Planning process and Investment Advisory processes at Pinnacle Planning Advisors consists of the following six steps:

  1. Establish and define the client – advisor relationship.
  2. Gather your financial data, goals and unique circumstances
  3. Analyze and evaluate your financial status
  4. Develop and present recommendations and alternatives
  5. Implement recommendations
  6. Ongoing monitoring and review of your financial situation, progress toward goals and investment results