After our analysis is complete, your plan components will be integrated and prioritized into a comprehensive and personalized action plan, also called your financial operating manual. Your plan will be presented in writing (hard copy or electronic) and will be reviewed in detail with you. If necessary for the implementation of your action plan, we will coordinate with your current CPA, estate planning attorney and other trusted professionals. If you’re in need of one of these types of professionals, we’re happy to provide you with referrals. Once the plan has been presented, we will continue to work with you and monitor progress towards your stated goals.