Eight Step Process:
- Initial complimentary discovery meeting with review of your dreams, values, concerns, and financial situation
- Review of your current financial picture and provide unbiased, objective advice
- Development of your customized financial plan
- Presentation, review and plan modification
- Discussion and consensus of your strategy
- Implement your plan and coordinate with your other professionals (CPAs, attorneys, agents, etc.)
- Ongoing review and execution of your customized investment strategy
- Continued monitoring of your comprehensive financial plan and progress towards goals.
Personalized Approach:
You are the center of your financial plan. We factor in your current and ever evolving life situation, needs, and objectives such as:
- Age and health
- Family dynamics and life circumstances
- Personal values
- Risk tolerance and growth objectives
- Monthly income needs
- Legacy goals
As a comprehensive financial planning firm, providing you with the knowledge and resources you need to be successful is what we do best. There’s a lot of technical jargon in this industry, and we want to make sure the strategies we create are easy-to-understand so you can apply our insights throughout your day-to-day life.