Our Planning Process
How It Works
Our planning process begins with extensive exploration and comparison. Everyone has their own distinctive DNA, their own uniqueness. In order for us to better understand these, we listen, learn, ask questions. Once this is accomplished, we look to see if there is alignment between your values, goals, responsibilities, and your current portfolio. We take an objective and transparent view of your situation, always keeping the focus on where you are today, and what needs to be done to get you to where you want to be. Finally, we implement, monitor and maintain your plan and your investment strategy.
Our Four Step Processes
Discovery & Analysis
To build your plan we first need to understand what is most important to you— your financial, goals, needs, dreams, concerns, and values, as well as your personal and professional relationships. We will review your financial picture and answer any questions you may have. We’ll then begin to build financial and planning solutions uniquely tailored to you.
Life Financial Plan
We will take the information you shared with us and create your financial plan which will help answer questions such as: How much should I be saving? What is the best way to plan for my kids’ education? When can I retire? Your plan will be built collaboratively and reflect all aspects of your financial situation, using the best strategies when it comes to taxes, estate planning, college expenses and so much more. It is designed to give you confidence in your preferred future.
We will meet with you regularly to make sure you are staying on track with achieving your goals. We will also evaluate your portfolio on an ongoing basis to ensure your investments deliver consistent returns in a cost-effective and tax-efficient manner. Because life doesn’t stand still, we will also make sure that any life changes such as a house purchase, new career, or plans for a growing family, are reflected in you financial plan and portfolio . We want to ensure you remain financially healthy during these significant changes.
Tailored Investment Plan
After we have assessed where you are now and where you want to go, we build an investment plan that maximizes the probability of achieving all that is important to you—without taking any unnecessary risks. As fee-only, fiduciary advisors, we have access to thousands of investment solutions and choose the best investments for your individual situation and goals. We can also work with you to create a portfolio that is aligned with your financial goals as well as your values.