The secret to a great relationship is communication, and that's especially true when it comes to working with a financial planner. With our clients, it's not so much about the destination as it is the journey. And with our help, that journey will be a lot smoother (and more financially secure).
1
Introduction
This is the first part of establishing a successful partnership. In this phase, we will ask thought-provoking questions to identify your goals, priorities, preferences, as well as potential obstacles.
2
Discovery
We now dive a little deeper - here we will begin to sketch a preliminary plan while we gather more data about your unique personal and financial goals. This phase may take one or several meetings. We use top-of-the-line financial planning interactive software with you.
3
Planning & Implementation
Now it’s time to formally set up your plan. Based on prior discussions, we can deliver an easy-to-follow roadmap that will lead you toward your financial goals. We’ll address the areas that are most important to you and detail the steps needed to conquer each milestone.
4
Ongoing Aid & Advice
No matter how much we plan for the future, there's always the potential for circumstances to change. Whether you're experiencing a career shift, family loss, or any other life-altering situation, we'll be there to help you transition your financial plan accordingly.
