Our Planning Process

jvb planning process

Establish a Relationship with the Client

Learn more about the client and their needs/concerns.


financial advising planning

Gather Client Data

Determine client’s personal and financial goals, needs, and priorities.


financial advisor evaluation

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

Develop a Customized Strategy

Using the analyzed data, we develop customized solutions tailored to meet your goals and objectives.


jvbco plan monitoring

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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