Working with abResources

Our Planning Process

As a group of highly experienced and professional financial experts, ab Resources knows the importance of a consistent proven planning progression and project timeline:

Pre-Engagement

Initial visit, review data and formulate engagement based upon client needs and desires, including a specific outline of all fees, deadlines and responsibilities.

Engagement

Analysis and testing of all relevant combinations of planning theories and strategies. Creation of the plan, using narrative, graphs, and models, assuring a comprehensive and strategic plan.

Presentation of the Preliminary Plan

Step-by-step examination of the plan with the client to gain reactions, critique and ideas in order to
further tailor the plan.

Presentation of the Revised Plan

Review of the revised plan highlighting the change based on the preliminary review. Set specific timelines and goals for implementation of the plan.

Plan Implementation

Assist and assign each facet of the plan to the appropriate ab advisors. Begin immediate implementation with each chosen service and/or product provider.

Post Engagement

Significant focus is placed on monitoring and reporting results of implementation on a timely basis and in an easy to understand evaluation. ab Resources provides client families with continuing planning strategy services, counseling and cutting-edge strategies and opportunities.