![jvb planning process](https://jvbco.b-cdn.net/wp-content/uploads/2014/09/1.png)
Establish a Relationship with the Client
Learn more about the client and their needs/concerns.
![financial advising planning](https://jvbco.b-cdn.net/wp-content/uploads/2014/09/2.png)
Gather Client Data
Determine client’s personal and financial goals, needs, and priorities.
![financial advisor evaluation](https://jvbco.b-cdn.net/wp-content/uploads/2014/09/3.png)
Analyze and Evaluate Client’s Financial Situation
We examine your financial situation to see if objectives can be met and the likelihood of reaching those objectives.
![financial advisor custom strategy](https://jvbco.b-cdn.net/wp-content/uploads/2014/09/4.png)
Develop a Customized Strategy
Using the analyzed data, we develop customized solutions tailored to meet your goals and objectives.
![jvbco plan monitoring](https://jvbco.b-cdn.net/wp-content/uploads/2014/09/5.png)
Monitor Client’s Plan and Provide Timely, Ongoing Service
We regularly review your situation to help ensure your financial objectives are on track.
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