Planning for a Business Owner or an Individual requires 5 steps. Those steps are: 1. Collecting the Facts and Listening to the Goals to be accomplished. 2. Analyzing the data to determine the resources available. 3. Creating a recommendation that fits the Goals. 4. Implementing the Product and Services to move towards the Goal. 5. Monitoring and Reviewing the Plan to make any adjustments. Every one of my clients had relationships with other advisers who missed a step or lost a step along the way. We work as a team through the Business Resource Center to coordinate your plan with your other advisers. A coordinated plan is more effective and offers the wisdom of the group over the opinion of one.