Our Process:
1. Starting the Conversation
During our initial meeting, we get to know about you and your family; your goals and aspirations. We will introduce our team, experience, background and answer your questions.
2. Learning About Your Goals
If you are in agreement that we are a good fit to work together, our second meeting will focus on uncovering the details of your financial situation. We discuss your long-term and short-term goals and priorities, the roles of your other trusted advisors – e.g. your accountant, lawyer, and estate planning attorney. We will also discuss your sources of retirement income, investments, cash flow needs, as well as your current estate and legacy, family security, tax, and philanthropic strategies. This in-depth discovery allows us to help create a customized plan for you.
3. Planning For Your Future
Our third meeting will employ our unique Envision® planning tool and our recommendations for you. This tool uses what we’ve learned to help create your investment plan around your real-life goals, aspirations, and needs. This plan and its recommendations will be custom and specific to you and your goals.
Learn more about Envision planning…
4. Implementing Your Plan
With your approval of our recommendations, we will proceed with our implementation of the plan. We will meet following implementation to review all aspects of the plan and what tools we will use to monitor progress.
5. Tracking Your Progress Toward Goals
We will follow your progress toward your goals and will meet with you for plan reviews. This will help ensure your investment mix continues to align with your strategic objectives and risk tolerance.