Our Process

We believe a strong planning process is the best way to create a personal, flexible financial plan to help you work toward your goals.

We are here to partner with you, not for an hour or until you make an investment, but for the duration of your plan.  For most of our partners, that means for life.  We will work with you to define your goals to build the plan for your financial present and your future.  

  • The first thing we do is listen.  The key to effective financial planning is open and honest communication.  Everyone's goals are different, and your unique circumstances determine what emphasis should be placed on each of them.  Your values and risk appetite affect all aspects of your life and we will take the time to understand them. This is getting to know the real you and what's important to you and what's not for your well-being. 
  • Next, we develop an inventory of your current financial information.  The goal is to create for you a clear picture of where you are today so we can craft a plan for where you want to be in the future.  This can be a bit tedious, but we will guide you along the way.  This shows us the “paper you” and does not represent anything more than a collection of data.  Our job is to make this pile of date represents who you are and who you aspire to be.
  • Education is at the core of our mission for our partners.  In this stage, we help you understand where you are today, where you are looking to go and any roadblocks or shortfalls that may keep you from achieving your goals.  We provide potential strategies for you to evaluate and empower you to make an educated financial decision for your life.
  • We will guide you through the implementation of your plan and work with you to adjust as necessary.  No plan is static, and it must adapt to your changing personal situation, along with the economic, market, tax and political changes we are bombarded with.  By communicating openly and honestly with each other, we can work towards accomplishing what is uniquely important to you. 

Contact us today to find out more about our financial planning process and learn how a sound financial plan can help you seek to achieve your goals.

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