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.
1. Engagement Call
Then 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.
2. Gather Information – Discovery Phase
In the second meeting, we gather information in order to develop your personalized plan and help ensure financial freedom.
3. Analyze – Analyze Information
Then 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. Present Strategy – Plan Presentation
This phase is when we will present the recommended strategy uniquely developed for you.
5. Implementation – Implement*
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
Then we review strategies in place so you can make informed decisions and meet goals.
* 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.
Ongoing Advice
We monitor your plan and make updates periodically based upon changes to your overall goals, objectives, and life events.
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.