Our Planning Process
We follow a strategic five-step financial planning process that allows us to better understand your current situation and to best plan for your ideal financial future.
Our financial planning philosophy ensures that your specific situation and requirements are taken into account. Each step is important to the overall process, and your input and understanding is crucial.
We discuss and explore your personal goals, priorities, and requirements, gathering necessary and relevant information regarding your current financial situation. We explain our planning process and the approach used to create a singular, specific plan designed for you.
Our team examines your financial documentation and reviews the objectives and priorities you outlined for us. From there we develop the recommended investment strategies and plan structure that will place your finances on a path to your personal goals.
Together we shape your plan in a collaborative process, reviewing options and determining the specific solutions based on your input and preferences. The path is finalized and your plan is ready for implementation.
We set the plan in motion, providing all necessary and requested information for your records, and updates on account transfers and investment acquisitions. We review statements and set up online access to your accounts.
With your plan working for you, our conversation continues. We provide you with updates and schedule periodic portfolio and plan reviews. Ongoing educational opportunities allow you to explore and ask questions. And, most importantly, as your life changes and your priorities evolve, we work with you to make the necessary adjustments to your plan.