The first step is to gather the necessary data to ensure a thorough understanding of your situation and develop your personal financial objectives. This becomes the basis for the creation of a financial model, which is used to evaluate your current financial situation. Frequently, our clients say "make sure that I have a source of income that I cannot outlive, and secondarily, to leave a legacy for my family, and, perhaps the community." But often it's more complex, and involves thinking about things that you have never considered, prompted by questions that perhaps you have never been asked. It will show your current asset allocation, your net worth, the direction and rate of its change, your cash flow, income and estate tax liability and other items.