Comprehensive & Focused Planning
You likely have several financial planning pieces in place; you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate planning and retirement planning, but chances are each of these pieces was developed independently and at different times in your life.
Is it any surprise then that you’re unsure if you’re on the right track and making all the progress you could be?
To be effective, financial planning needs to be coordinated. Each piece of the financial plan needs to accomplish its own specific tasks as well as support the tasks of each other piece. We call this life-integrated financial planning, and we are experts in this area. We’ll look at your entire financial picture and help you fit the pieces together properly.
DISCOVERY & ENGAGEMENT
Starting with an initial discovery meeting, we work with you to identify and define your personal objectives in order to establish financial goals. Through our customized approach and planning, you will begin to understand how we help you move toward achieving those goals. As a Registered Investment Advisor, our fiduciary responsibility is to serve our client's interests first.
After identifying your goals and receiving the relevant information, we’ll perform some analyses to determine the appropriate next steps for you these analyses may include net worth, cash flow, insurance, investment, and tax situations.
CREATING THE PLAN
Using our breadth of knowledge and expertise, as well as industry-leading technology and tools, we’ll begin creating a customized plan for you that will illustrate your current situation and our recommended steps to get you where you want to be.
IMPLEMENTATION (Ongoing Planning Only)
Creating the plan is a big step, but plan is only that until action is taken. We’ll work with you to determine how best to implement the plan and each party’s responsibility for following through with our recommendations.
REVIEW & MONITORING (Ongoing Planning Only)
All plans are bound to change. After the initial plan has been implemented, we will continue to monitor and update your plan as needed to ensure you stay in track to achieving your financial goals.
Curious where you stand today? Check out this free tool to see if you're on your way to reaching your goals.
Check out our other services or, if you're ready, schedule your free one-on-one consultation.