Your financial journey
Working together, we’ll use the Edward Jones process to establish, confirm, and regularly revisit your financial strategy.
Step 1 – Understand your values and goals
Identify and prioritize your values, determine where you are today, where you want to go, and who else may be impacted/you would like to bring along.
Step 2 – Explore your options
Understand the different options that can get you to your goals, impacts of the decisions you make on others, and how to protect your decisions from risks.
Step 3 – Decide what strategies are best for you
Determine what aligns to your unique values and goals, and understand what the next steps are to proceed.
Step 4 – Implement your plan
Take the next steps and communicate your plan with loved ones and those impacted.
Step 5 – Revisit your plan
Evaluate if your plan still makes sense, if you are on track, or if you need to make adjustments.
Let’s discuss your financial journey and how we can work together to establish your personal plan.
Important Information:
Edward Jones does not provide tax or legal advice. Consult a qualified tax or legal professional regarding your particular situation if this advice is needed.