Collaborative Planning Process

1) Starting the Conversation

At our initial meeting, we’ll take the time to listen and learn about you. We have a conversation to get to know about you, your family and your wealth management needs. We introduce our process and approach, then together, decide if it makes sense for us to move forward.

2) Learning About You

Using our Envision® planning tool, we uncover the details of your financial situation. We discuss your long- and short-term goals and priorities, sources of retirement income, investments, cash flow needs, as well as your current estate and legacy, family security, tax, and philanthropic strategies. This thorough discovery allows us to present a personalized plan for you and your family.

3) Creating Your Plan

We define a strategic asset allocation for your investment strategy based your real-life goals, dreams and needs.  We also coordinate strategies for your entire wealth plan including retirement, estate, tax and insurance. Because your wealth plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors.

4) Staying on Track 

We work together to measure your progress and communicate with you to help you stay on track.  We believe this ongoing dialogue is what makes a real difference in your financial life. If your goals or financial circumstances change, or the markets fluctuate, we update your Envision® plan to account for the changes and continue to monitor your progress along the way.

“We work through a collaborative process to translate your goals for the future into an actionable plan. ”