Wealth Management Planning Process

Our collaborative planning process is designed to help bring clarity and peace to your financial life.

Step 1. Starting the conversation

During our initial conversation, we uncover the details about you, your family, your work, and your financial life. It’s important that we discuss your short-, medium-, and long-term financial goals and talk about your priorities and what is important to you. You’ll learn about our team, our approach, and the planning process.

 

 

Step 2. Analyzing and building your plan

The next step is for our team to review and analyze the information we gathered during our first meeting.  Using sophisticated planning software, we get to work organizing your data and creating a plan so you can see where you are now, understand where your want to go, and feel confident in the plan to get there.

Step 3. Presenting your plan

At our presentation meeting, we review the framework of the plan, talk about your cash flow requirements, your assets, liabilities, retirement savings, and how our proposed strategies can help you build and preserve wealth for the future. If you decide to move forward with the plan, our next step is to go to work implementing the strategies.
 

 

Step 4.  Keeping in touch

Because your plan may cover many different areas and multiple generations of family members, we stay connected with you and communicate using the channel of your preference: in-person, over the phone, or via email.  If needed, we will also reach out and coordinate with your other professional advisors, such as your accountant and estate professional.


 

Step 5. Dealing with change

A key part of our process is to schedule review meetings, so your plan stays in sync with your life. During the meetings, we review progress toward goals and talk through any necessary adjustments to your strategy.