Some of the curves and bumps on the road to financial security can be frustrating or frightening. At D. Scott Neal, Inc. we are watching the road ahead, enabling our clients to avoid obstacles and seize opportunities.

The journey to financial security starts where you are today. Click on the steps along the road to activate a more detailed description of the financial planning process.

The steps are:

1. Start where you are
   
2. Document Gathering
   
3. Initial Meeting
   
4. Preliminary Analysis
   
5. Recommendations
   
6. Follow Up
   
7. Investment Management or Asset Allocation
   
8. Security