Based on your input and response to our analysis and recommendations, we will prioritize action steps and work closely with your other advisors (attorney, CPA, etc.), as appropriate, to implement your plan. This may include transferring account assets or establishing new accounts, and processing account paperwork and/or insurance applications. During this phase of the planning process we proactively communicate with you so you know what is taking place at all times. You will also have 24/7online access to your plan and account information.