Your financial goals will change shape with new phases of life and we will make sure your financial plan changes with you. Our 6-step financial planning process will define your objectives, then create and implement a strategic course of action to help achieve those objectives. This process is insightful and educational. It will help you understand every detail of your financial plan so that you can make informed financial decisions throughout your life.
Step 1
Meet & Greet
First, it’s important that we get to know one another to make sure that the services we provide match your needs.
Step 2
Goal Setting & Expectations
Next, we’ll explore your values, your attitude toward risk and reward, your timelines, and your expectations for the future.
Step 3
Analysis & Evaluation
You are unique. and we review your financial needs and goals with this in mind. Our skilled and experienced advisors will evaluate your circumstances to determine which financial strategies are most suitable to assist in achieving your goals. This process includes reviewing your assets, liabilities and cash flow, insurance coverage, investments, and tax strategies to make sure these elements and your goals are aligned..
Step 4
Development & Presentation
After understanding your financial position and goals, we will present our recommendations. We will clearly explain our recommendations and how they can assist you in achieving the goals you’ve set.
Step 5
Selection & Implementation
Now that you’ve heard our recommendations, you have options. When you decide how you would like to proceed, we will implement the selected ideas and strategies. At this point, you may be interested in additional services, including investment management and insurance selection. If your plan requires tax professionals or estate planning attorneys, we will bring them into the picture.
Step 6
Monitoring & Adjusting
After your plan is put into action, we will continue to assist you in managing your assets. We will meet with you periodically to review developing circumstances and the current tax and estate planning environment. As plans and goals change, we will make adjustments to help you stay on course.