How It Works

We have developed an efficient and effective way of creating and implementing financial plans. We utilize best-in-class technology and research combined with a collective knowledge of over four decades of experience in the financial services industry to help you manage your wealth.

WHAT IS FINANCIAL PLANNING?

Financial planning involves analyzing, developing, implementing, and monitoring financial decisions and integrating a plan into your entire financial picture to help guide you and your family to achieving your short, intermediate, and long-term goals. Generally, financial planning encompasses five branches of knowledge:

Investment Planning,
Retirement Savings & Income Planning,
Income Tax Planning,
Estate & Legacy Planning, and
Insurance & Risk Management Planning

STEPS IN THE FINANCIAL PLANNING PROCESS

Get To Know You Personally & Understand Where You Are Financially

In our initial meeting, we want to discover more about you. To get a better sense of your approach to your financial future, we talk through qualitative and quantitative aspects of your current circumstances to better help us steer you toward financial success. To get started, simply choose a time that works for you.

Identify & Structure Goals

We like to discuss and review your goals and objectives at the beginning of the planning process. This allows us to prioritize your wants from your needs and craft reasonable, measurable goals and estimates.

Analyze Your Current Plan & Assess Room For Alternatives

Using your goals as a roadmap, we distinguish the strengths from the areas for improvement in your existing plan. From there, we evaluate solutions that will complement your current strategies and discuss the effects of choosing an alternative course of action.

Develop Solutions Hand-Selected For Your Specialized Planning Needs

From here, we make prudent decisions together that get you closer to achieving your goals. We help prioritize the timeframe to attain those goals and discern whether plan items need to be implemented independently or in conjunction with one another.

Collaborate and Implement Your Financial Plan

Identify products and services that best fit your plan. We discuss the basis for those recommendations and weigh various scenarios based on the implications of each decision.

Monitor Progress & Update As Needed

Adapt the plan over time to meet your modified circumstances as the underlying assumptions of the plan change. As a living document, your plan will need to be monitored at appropriate intervals for your progress and discover new courses of action as your life changes.

HAVING A FINANCIAL PLAN ULTIMATELY ENABLES YOU TO...

Be confident in your financial decisions,

Build better money habits,

Track your progress,

Reduce doubt and uncertainty surrounding your finances, and

Make adjustments to overcome obstacles.

The advantage of having a financial plan is that it lays the foundation on which successful investors make measured decisions to help build and protect wealth and achieve their goals.

READY TO GET STARTED?

Let's Chat!