Your Action Plan

One of the first things your Premier Banker will do is collaborate with you to create a simple, yet customized Action Plan. This is when you and your Premier Banker assess your current situation, in order to determine and prioritize your goals and map out a plan to achieve them.

Measurable and Specific

The Premier Action Plan is designed to provide specific action items and a timeline for meeting your most important short- and long-term financial goals. It’s also a measurable, quantifiable way to judge your success.

Changes to Fit You

It’s important that your Action Plan evolves as your circumstances change. Your Premier Banker can use the plan as a guide to make sure you’re staying on track, then work with you to make sure it’s always current with your financial goals.

See Your Plan Come To Life

The action planning process is also a way for new clients to see how the Premier Program can benefit them. “Many of my clients have benefitted from the action planning process, as no one had previously taken the time to look at their entire financial picture from a holistic point of view. I am able to work with them to show them how all the pieces intersect,” says Michael O’Connor, a Premier Banker in Alpharetta, GA.

Disclaimers

Michael O’Connor is a Registered Representative of SunTrust Investment Services, Inc.

Contact Us

Talk to a Premier Banker:
  • 877.308.6678

Securities, Investment and Insurance Products and Services:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

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