Our Planning Process
Our holistic approach to financial planning begins with a careful evaluation of your complete financial picture. We help you define your short- and long-term goals, and then create a reasonable and responsible investment plan that addresses your financial needs. We apply a disciplined methodology to investing that focuses on responsible growth and financial stability.
Because financial planning is a process, not a one-time event, we communicate with you regularly to keep you informed of your investment performance and respond to any changes to your priorities or circumstances. Along the way, we make sure you clearly understand your options.
Through our comprehensive discovery process we seek to determine what matters most to you and your family.
We will analyze your current situation and strategy, suggest solutions to potential problems and point out areas of opportunity. We will develop a comprehensive strategy and recommendations aligned with your goals and objectives.
Based on your input, we will prioritize action steps and work closely with your other advisors (attorney, CPA, etc.) to implement your plan.
Through continual monitoring of your strategies and investments, we will assess the need for adjustments as your needs and the financial markets change over time. We will schedule regular reviews to help keep your strategies on track and meet with you whenever you have questions or concerns.
Contact Us to schedule a no-obligation consultation to determine if we are the right fit for your investment needs.