OUR PROCESS Our first priority at Lane Family Wealth Management is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We also want you to get to know us. Learn our backgrounds, our philosophies, and our processes. Long-term relationships that provide a level of comfort and encourage open and honest communication have been the cornerstone of our foundation of success. INITIAL CLIENT MEETING Meet to get a better understanding of your financial situation and define your goals and resources. We'll use the information provided to craft a detailed, individualized plan to help meet your goals and aspirations. PRESENTING THE PLAN Meet again to present the plan and answer any questions you might have.We'll explain the benefits and how the plan will help meet your financial goals.We'll continue to make adjustments until we have a comprehensive plan that meets your level of comfort. IMPLEMENTING AND MONITORING THE PLAN Once you are comfortable with plan, we will put it into action.Quarterly reports to track the progress of your plan towards meeting your goals.Annual meeting to assess your plan, discuss any life changes, and readjust your plan to accommodate any or all of those life changes.We know that life changes can happen quickly. We are always available to meet or discuss any of those changes when they occur and make adjustments as needed.