Planning Process

Our Comprehensive Planning Process

Discover a Truly Personal Approach to Pursuing Your Goals

We believe there should never be a standard approach to managing your wealth. Your goals are unique, so your financial strategies should reflect your personal objectives, circumstances and tolerance for risk.

We also believe that pursuing financial independence is an ongoing process. Our initial meeting is only the start of a personalized strategy that will be consistently monitored, assessed and adjusted over time to help address your changing needs

Establish Your Financial Objectives

We begin by listening to determine what is most important to your and your family. Together, we identify and clarify your financial goals and objectives.

Analyze Your Financial Plan

We gather your financial information to evaluate your current financial situation and strategy, pointing out any potential problems as well as areas of opportunity. Before making specific recommendations, we review and analyze various scenarios to determine the appropriate approach for you.

Present Recommendations

We develop a comprehensive strategy and recommendations aligned with your goals and objectives. It is important for you to understand and be comfortable with your investment strategy, so we meet to discuss the recommendations we make for you.

Implement Your Plan

When you are comfortable with our recommendations, we begin to implement your plan. We keep you informed throughout the process so you understand where you stand at all times.

Review Your Plan’s Performance

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 strategy on track and meet with you whenever you have questions or concerns.

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