OUR PROCESS

In this meeting, we will provide you with a brief overview of who we are, how we work, and what to expect from a relationship with us. We will also work to ascertain your needs and wants from a relationship with an advisor. Based on this meeting, we will determine whether a Target-Based approach or a Comprehensive Financial Planning engagement suits you best. We will also seek to pair you with the Advisor who best fits your needs.

In our second meeting, we will, first, assemble all of the data required to assess your current financial standing. But, more importantly, we will have a wide-ranging discussion about your goals, your values, the things and people that are most important to you in this world. We do this because we view your financial plan as a roadmap to a richer, more fulfilling, and purposeful life. And to deliver that, first, we need to know YOU.

In this meeting, we will review a draft of your Financial Plan, including your personalized cash flow, balance sheet, risk assessment, asset allocation, insurance needs analysis, estate and legacy flows, and more. We will also review any alternative scenarios you would like us to model to help you weigh any major upcoming life decisions. Finally, we will present an optimized plan and scenario incorporating all of the information we have gathered and all of the goals you have shared with us. Your job in this meeting will be to provide input regarding which aspects of the plan you would like us to revise, remove, or solidify.

In this meeting, we will present you with a finalized version of your financial plan that incorporates your values, goals, and all of the discussions we have had so far.

In this phase; we will lead you through process of implementing each part of your new financial plan. We will collaborate with you every step of the way to help you make the essential adjustments and subtle course corrections revealed to be necessary through the financial planning process.

In this phase; we will lead you through process of implementing each part of your new financial plan. We will collaborate with you every step of the way to help you make the essential adjustments and subtle course corrections revealed to be necessary through the financial planning process.