It Starts with You.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to strategize a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can help reduce the damage that disability, critical illness, or other sudden losses of income may have.
So what are the steps?
1. Discovery
Getting to know you! We provide a recommended list of documents for you to bring to the first meeting so we can get to know you better; particularly your goals, lifestyle, risk tolerance, time horizon, preferences, and any obstacles you may have. We’ll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit. The more open and transparent this phase is, the more detailed of a plan we can create.
2. Strategy
In this phase, we develop an effective, long-term, financial strategy that is custom tailored to your unique profile objectives. This plan will address the areas that are most important to you and outline the steps needed to guide you towards your financial goals and lasting success.
3. Implementing
Successfully implement your financial strategy. This phase will look different for everyone, but we will prepare whatever needs done and guide you every step of the way. By means of communication and a highly skilled staff, we strive to make this process quick and easy for you.
4. Monitoring and Adjusting
We monitor advisory accounts on a regular basis to ensure they are still structured in a manner that aligns with your financial goals. We strongly encourage regular reviews and open communication to address any personal events that could affect the methodology being utilized to manage your assets. Also, when we discover that shifting global economic conditions suggest a different approach, we evaluate circumstances and initiate adjustments.
Contact us today to see how a financially sound plan may bring you closer to your goals.
