OUR PROCESS
We use a holistic, Team approach to financial planning by taking the time to listen to clients as they articulate their evolving life goals and concerns. Experience shows that our approach yields superior client peace of mind and satisfaction in the short-term, and therefore, happiness in the long-term. By focusing on goals, we help them stay the course through the rough times and their short-term fears to reach their long-term objectives.
Step 1: Get to Know You – We learn what is important to you, and start to discuss a timeline for achieving your hopes and dreams. We explain how our financial planning helps you realize goals and what is involved in the process.
Step 2: Discuss Your Personal Financial Data – We help you put a monetary value on each of your goals, both short-term and long-term. We help organize your financial information to provide your unique “personal financial profile.”
Step 3: Analyze and Evaluate Your Financial Status – We review and analyze your personal financial data, and discuss alternative scenarios for helping you realize your goals.
Step 4: Develop a Strategy – We recommend strategies and alternative timelines for implementing a plan that will help you achieve each of your goals.
Step 5: Implement a Plan – We help you implement the strategies you choose for your plan.
Step 6: Review Recommendations and Goals – We monitor the implementation of the strategies chosen from the plan and discuss any changes that may be needed as personal and financial circumstances change.
Direct, honest, and ongoing communication about personal goals is the foundation of our successful and mutually satisfying long-term client relationships.