Our Process
We take the time to understand what’s important to you. Together, we’ll build a plan designed to help you reach your goals and stay prepared for whatever life brings. Our process includes ongoing reviews so your plan stays aligned as your life evolves.
STEP
1
Establish Goals & Financial Objectives
We sit down with you to listen and ask questions. We discuss your goals, values, attitudes toward money, risk tolerance, and time horizon. We help you identify and prioritize your short and long term goals.
STEP
2
Collect Financial Information
We'll gather the quantitative information that’s needed to create a customized plan for you. This can include your; income, savings, retirement accounts, social security estimates, investments, and insurance
STEP
3
Create a Custom Financial Plan
Using software to analyze and evaluate where you’re at and where you want to go we will build a custom plan that helps guide decisions for investment strategies, retirement planning, tax planning, and estate planning
STEP
4
Present Analysis & Recommendations
We will walk you through your plan, explaining the rationale behind each recommendation and offer alternative solutions when applicable. We want to ensure client understanding as we move forward.
STEP
5
Implement Strategies*
We will take care of the administrative setup (account opening & transfers) and coordinate with professionals as needed. We try to make account setup as easy and smooth as possible.
STEP
6
Monitor & Review
Regular communication is key to our relationship. We schedule periodic reviews so we can track your performance, adjust goals, and stay in touch.
*Implementation of your written recommendations will be done separately from the Financial Planning Services and Financial Consulting Services. Additional fees may apply to any implemented recommendations. You’ll determine, if, when, and how to implement recommendations.
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