Planning process

Our planning process is designed to help bring clarity to your financial life. It helps you align your financial life with your real life. As we work with you, we will explore your life goals, plan your investments around benchmarks that hold real meaning and you can track your progress toward them.

 

Step 1. Discovery

The planning process starts by sitting down and exploring your goals, prioritizing them and addressing any concerns you might have around achieving them. We will also build out a net worth statement, gain your perspective on investment and risk, discuss the planning you have completed and identify any relevant third-party advisors.

This discovery allows us to help create a customized plan for you and your family.

 

Step 2. Presenting Recommendations

Once we have an understanding of your goals, we will create a recommended scenario incorporating the goals you value most.

Step 3. Implementation

Based on your goals, risk tolerance and financial circumstances, we will propose a tailored investment strategies to help you achieve those goals.

Step 4. Reviewing your progress

Change can present challenges, whether it happens in your own life or in the world around you. If your goals or financial circumstances change, or the markets fluctuate, it's easy to update your plan to account for the changes and measure the impact it has on your ability to stay on track.