Our planning process can help provide you the clarity to achieve your financial dreams by following these simple steps:
IDENTIFY AND PRIORITIZE GOALS
For our first step, you can hide your checkbook because we’re not going to pressure you to buy anything. What we like to do is ask questions that pertain to your situation so that we can tailor a program to fit your needs.
ANALYZE AND EVALUATE
Next, we analyze and evaluate where you are today relative to your goals. During this stage of the process we evaluate things such as:
- Retirement and Investment Accounts
- Tax Returns
- Debt and Liabilities
- Insurance Coverage
- Current Risk Assessment and Risk Tolerance
STRATEGIZE AND DEVELOP A PLAN
Once we have a clear picture of who you are and what you want, we consider your options and recommend strategies to get you where you want to be. We develop a personalized financial plan just for you. If you work with other trusted advisors such as an Attorney or CPA, we collaborate with them to ensure all your plans are in alignment. Our process is comprehensive and your personalized plan may include strategies to:
- Optimize Your Cash Flow
- Increase Your Tax Efficiency
- Manage Your Investment Portfolios
- Provide Retirement Guidance and Income Planning
- Save for Education
- Protect Your Assets
- Estate Planning & Charitable Giving
ACTIVATE AND IMPLEMENT YOUR PLAN
When your plan is finalized, we help you to implement our recommendations. This can include transitioning assets, managing existing assets, and launching new strategies. You’re never alone during the process. We’re here to help guide you every step of the way.
MONITOR AND ADJUST
Once your plan is in motion, we consider this the beginning, not the end. We will meet at least annually and talk on an ongoing basis to discuss your progress and address any changes that may arise so you can remain on track.
REFERRALS AND INTRODUCTIONS
It is much more beneficial to you to have us monitoring and updating you on your progress rather than spending valuable time searching for our next client. We request introductions to those you know and care about. They deserve to have their financial plan reflect their values as well.
Give us a call and schedule a no cost or obligation consultation today.