Comprehensive Planning Process

The Comprehensive Planning Process is designed to help coordinate and orchestrate the many aspects of your financial life into a cohesive whole. The objective is to give a better sense of where you are, where you want to go, and how to get there.

The following graph illustrates the many dimensions.

The Challenge: You may have many resources and multiple advisors who aren’t acting together as a team, so your resources aren’t coordinated. As a result, you may find yourself orchestrating the entire process without adequate knowledge, time or desire. You may not know what you don’t know. A Comprehensive Planner provides a central point to gather, distribute and analyze relevant information.

Find out more about our unique approach and solutions. Contact Us today.


Moore & Associates is not in the business of giving tax, legal or accounting advice. Clients should consult with their own advisors for tax, legal and accounting advice.