Our Process
- Establish Relationship
- Gather Data
- Analyze Financial Status
- Present Plan
- Implement Plan
- Monitor Plan
Establish Relationship
In the world of financial planning, a client’s confidence in the ability of their advisor to manage their wealth is imperative. The initial meeting gives clients a chance to build that confidence, and get to know us as a firm. Ultimately, this meeting gives clients an opportunity to determine how compatible their financial goals are with our planning process. We welcome and appreciate the opportunity to spend time with you in this way.
Gather Data
Within the realm of highly specific financial analysis, obtaining accurate and current financial data is pivotal. We provide our clients with a list of information that we need to conduct a detailed analysis. This data serves as the building blocks for their custom wealth plan.
Analyze Financial Status
Once we have their information, we assess the entirety of their current resources against their financial needs. Here, we determine the divergence between where they are, and where they need to be. From this, we are able to uncover financial strengths and pitfalls, allowing us to build a highly actionable financial plan.
Present Plan
At this time, we return back together to present your uniquely fashioned wealth plan. It will reflect your financial priorities, and help you achieve your envisioned retirement lifestyle. The plan will address cash flow requirements based on your spending habits, risk tolerance and tax considerations.
Implement Plan
As your seasoned advisor, we know that the success of your plan hinges on our ability to execute our recommendations, and your ability to adhere to the responsibilities outlined therein. This responsibility is one that we approach with great seriousness. We work with the highest level of care, and do not rush to implement a strategy that is not yet ready to begin. It is this thoughtful methodology that distances us from our competition.
Monitor Plan
In contrast to most professional services, complex financial planning does not end once the plan is in place. In a world of ever changing financial markets, estate law, and tax code, constant oversight is required to keep a plan on track and up to date. If our services organize and simplify our client’s financial world in such a way that they are able to maximize the enjoyment of their wealth, then we feel fulfilled.