Financial Planning

Financial Planning – Are you ready?


  • Establish Relationship: Your Initial meeting with Lynn is designed for to get to know each other, for you to describe your financial goals and for Lynn to ask questions. Lynn will explain how we work and our fee structure. Together, you will determine if financial planning is the next step.

  • Gather Data: In this meeting, you will be asked to sign our Financial Planning Agreement and you will provide all your pertinent financial documentation of your investment and bank accounts, mortgages, insurance policies, income, expenses, etc. This will allow us to complete a comprehensive review of your current situation.

  • Evaluate Findings: We will take the provided information and evaluate according to your specific set of goals along with confirming financial efficiencies. Lynn will call you regarding her findings and discuss an implementation plan.

  • Plan Presentation: In this In Person, Phone or Skype meeting you will review your Financial Plan. According to your preferences, we will provide a paper or electronic document. Your Financial Plan will be tailored to your specific goals and used to complete the next steps.

  • Implementation: We decide to continue working together by either ongoing planning or moving forward with an investment management relationship, we will assist you in completing and tracking the Action Items from your Financial Plan.

  • Ongoing Review: We continually monitor the progress of your plan and provide you with updates. Financial Plans change with life events such as a new job, marriage, divorce or illness. We will assist in monitoring these changes and update your plan with new recommendations aligning with your new situation. The Daly & Associates team will make sure your distribution plan is prudent using your unique risk tolerance.