In order to help you reach your goals, we use a detailed six-phased approach that goes beyond assessing your assets by incorporating your lifestyle, family needs and life changes that can have an impact on your financial plan.
We take the time to get to know you, your values, and the big picture of what you want to achieve.
We gather all of your relevant financial data so we can set a baseline for your plan.
Once your assets and financial data has been detailed, we’ll review your financial picture and look for areas of concern, and areas of opportunity for growth.
We will prepare a comprehensive action plan that will be presented and reviewed with you to confirm understanding of the plan.
Upon approval of your plan, we’ll set priorities and begin to execute the plan.
Sometimes changes in your life necessitate adjustments to your plan. We encourage ongoing discussions to ensure you stay on course, and realign when needed if changes occur in your life, the market, or your goals.