Connecting your money to what is important in your life.
Our comprehensive planning process is designed to build confidence in your financial future that enables you to pursue your life’s passions and achieve your vision of the future. Using our sophisticated planning software, we are able to provide you with an in-depth planning experience that helps create a roadmap to help achieve your goals.
Step 1 – Starting with a conversation
During our discovery conversations, we uncover your values, going beyond your money to explore the human side of what you're trying to accomplish. Our comprehensive evaluation includes understanding your risk tolerance, dreams and priorities, retirement goals, estate investment planning needs, risk management and insurance needs. This in-depth discovery allows us to understand your total wealth management needs.
Step 2 – Understanding your situation
The next step is for us to consider your financial situation and analyze the details you have provided, including reviewing your assets, liabilities, and other financial information so we can get a clear understanding of where you in your financial journey.
Step 3 – Creating your plan
Next, we employ our planning software to help create your strategic asset allocation and investment strategy. We'll also create coordinated wealth management strategies to consider your life and retirement goals, assets, liabilities, cash-flow requirements, levels of acceptable investment risk and asset allocation strategies.
Because your wealth management plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors.
When you have reviewed your plan and are ready to proceed, we will complete the paperwork, account applications, asset titling and asset transfers to enable us to implement your plan.
Step 4 - Dealing with change
Our personal approach, timely communication and high level of client service means we are here for you and can talk through any necessary adjustments to your strategy.
We review your plan and can evaluate investment results based on your goals, so you’ll always be able to easily answer the question, ”How am I doing?”
“Failing to plan is planning to fail.” – Allen Lakein
