It Starts with You.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we’ll work with you to develop a plan that suits your needs. As your life changes, we’ll adjust your plan so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, but it can also reduce the damage disability, critical illness, or other sudden losses of income may have.
1. Introductory Meeting
In our first meeting, we’ll identify your goals, priorities, preferences, and any obstacles you may have. We’ll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
2. Discovery & Preliminary Planning
After our first meeting, we’ll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we’ll start sketching a preliminary plan.
3. Current Plan Assessment
We want to understand how your current plan and accounts are helping or hindering you in meeting your goals. A thorough assessment of your risk and return metrics, asset allocation, correlation, and fee structure will help us identify your starting point. Once we know, we’ll help you understand in plain English.
4. Personalized Proposal
Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum risk-adjusted returns via a properly-designed, tax-efficient portfolio.
5. Plan Implementation & Ongoing Support
We’ll help with the transition and implementation of the plan to make the process as seamless and easy as possible. However, we know that life is constantly changing, and your goals will too, so when new priorities lead you towards different approaches to wealth management and savings, we’ll be here to adapt your plan so it transitions along with you.
Contact us today to see how a financially sound plan may bring you closer to your goals.
