Following the Seven Steps to Planning SuccessTM, your LBAA Advisors will provide written reports that reflect your perspective and vision; create, secure and preserve what's important to you and are the product of knowledgeable advisors working together.
1. LBAA Relationship Review
This is an introductory meeting to determine if our services suit your needs.
2. Personal Position Profile
An interview process to provide us with a comprehensive picture of your affairs and a clear understanding of your goals.
3. Strategic Advisory Report
A detailed plan report providing a comprehensive and detailed analysis of your affairs with specific recommendations to reach your objectives.
4. Path Determination Agreement
An executive summary of recommendations to be authorized by you to initiate the implementation process.
5. Plan Engagement Process
The stage during which instructions are provided to all parties involved in the recommendation implementation process.
A review of the implementation outcomes of your plan recommendations outlining modifications or improvements made.
7. Prospective Outlook
Detailed instructions on how to maintain your plan and what needs to be done going forward.