New England Securities' financial planning service has six steps:

Step 1: No Obligation Discovery Interview
At this meeting, a specially trained New England Securities Financial Planner will listen to your financial concerns and discuss what financial planning can do to help you achieve your financial objectives.

Step 2: Gather Information
If you decide to purchase financial planning services, we move on to the next and most important step: data gathering. This is where we learn about all of your financial goals, objectives, assets, liabilities, income, expenses and other relevant information. The foundation of a sound financial plan is having a clear understanding of who and what you are. This information is kept strictly confidential.

Step 3: Analysis and Development
A preliminary analysis of the information about you is prepared. This includes reviewing all of your objectives and determining if they are feasible. Your planner may consult, with your permission, with your attorney, accountant, or other adviser to make sure the data is complete.

Step 4: Plan Presentation and Delivery
After all of the alternatives and information are analyzed, a final plan will be presented to you. The final plan is a written document prepared especially for you by your planner. It contains specific recommendations designed to help you meet your financial goals and objectives.

Step 5: Implementation: Your New England Securities Financial Planner, acting in a registered representative capacity, will explain how you can act on the specific recommendations in your financial plan by purchasing financial products. You are free to implement your financial plan with the financial services firm of your choice.

Step 6: Monitor and Update as Needed
In life, one thing is constant: change. Each year, and perhaps more frequently, your income, investments, assumptions, and objectives will change. This is why your New England Securities Financial Planner stands ready to monitor and update your plan as needed.