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Our Six-Step Planning Process


Whether you are making a single transaction or planning for the long-term, Krebs Financial Management, LLC takes the same diligent approach to help achieve your financial goals. This on-going process adapts as your planning needs change. We incorporate the following planning steps:

1. Discovery Process: Understand your current financial situation and establish your short and long-term goals

2. Gather Data: Assemble information on your current financial situation

3. Analyze Needs: Determine short falls and gaps

4. Develop Specialized Plan: Develop specific recommendations including asset allocation and investment projections

5. Implement Investment Plan: Execute recommendations

6. On-Going Review: Monitor plan and adapt as planning needs change

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