A Relationship Built on Trust & Your Vision
Our financial planning approach is designed to educate and advise you, keeping in mind what you value most. Our process is about teaching you how to best handle your assets now and for years to come. As a team, we value consistent communication through a process that builds a trusted relationship over time.
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*
During this stage, we implement the plans and recommendations decided on to help you attain your goals and objectives and ensure financial freedom.
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.
A good financial strategy includes a healthy mix of many tools and a process you can trust. Schedule a consultation with us today so we can get you on the right path.