Our 6 Step Process
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.
A Relationship Built on Trust & Your Vision
We act like your “personal CFO” (or Certified Financial Officer) by developing strategies to help manage your finances and advising you to make the appropriate decisions. Part of our approach includes addressing 6 key areas (outlined below); we look at your entire financial picture and discuss how your 6 key areas can work together in harmony.
Our 6 Step Process
1. Engagement Call
You will be introduced to the team and our process. We will discuss your areas of concern.
2. Discovery Phase
We discuss your financial goals and the concerns you have with achieving them. We gather current financial information in order to develop your personalized plan. For a checklist of the financial documents that we gather, please reach out to us.
3. Analyzation Phase
We collaborate as a team to analyze your current portfolio and identify any gaps that may exist based upon the information provided during the discovery phase. During this phase, we develop personalized recommendations and comprehensive solutions to meet your needs and goals.
4. Plan Presentation
We will present strategy on the recommendations developed uniquely for you.
5. Implementation
We will put your plan into action by employing the carefully selected strategies described in the presentation meeting.
6. Review
Your financial situation is constantly in flux. For us to achieve the goals that are set for you, we need to frequently review and update your plan.
* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
