Our Process
Our philosophy to approaching our clients' needs in a continuous journey.
Introductory Meeting
Discovery Process
Plan Development
Plan Implementation
Ongoing Monitoring
& Review
Introductory Meeting
Every individual, family, and business owner has unique goals and values that impact their financial decisions and desires, and each of our clients comes to us with slightly different needs and questions. That’s why getting to know you is the foundation of everything we do for our clients. The more we know about you and your finances, the more precise recommendations we can make for your financial strategies. Our first step is to understand your current situation, ask questions about your goals and risk tolerance, and discover your hopes and dreams for the future. We want to know what matters to you so we can establish a strong foundation and clear direction for your financial strategies.
Discovery Process
Once we’ve established your foundational priorities, we’ll help you identify key objectives that align with your overall vision for the future. We live in a world of unlimited choices, and financial decisions are no exception. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. We’ll review your resources and help you determine which of your goals are realistic and which should be adjusted or scaled down according to your risk tolerance and priorities. By narrowing your focus and breaking down your goals to specific objectives, you’ll have a clearer path to accomplishing your financial goals.
Plan Development
Based on our discovery and assessment, we’ll recommend specific steps to help you achieve your financial goals. We’ll help you establish a timeline so you know which objectives to focus on, and we’ll set a course to help you to maximize your resources and stay on track for your overall goals. During this step of our process, we’ll recommend specific products and solutions—financial tools—to help protect your assets and help you capitalize on opportunities along your financial journey.
Plan Implementation
Once we’ve established a course and you have your financial tools in place, we’ll implement the strategies we’ve discussed and work closely with you and your other third-party professionals to ensure its success. In this step of the process, you might transfer assets into more tax-efficient accounts, begin a savings plan, or assign successors to your estate or business.
Ongoing Monitoring & Review
Implementing your financial strategies is an ongoing process. Your lifestyle, priorities, risk tolerance, needs, and the economy change over time. Our final step is to monitor your financial situation to help ensure everything continually works in your best interest. As you grow, we’ll review your strategies periodically and adjust them as needed to keep them in alignment with your goals. We’re here to answer questions, offer our professional perspective, and provide ongoing support to ensure that you’re establishing the future you desire for yourself and your loved ones.