Our Planning Process
Our relationship with you cultivates an ongoing dialogue to understand your values, aspirations and goals. Through regular reflection regarding these details, your unique vision remains at the forefront of your financial plan. Our process is centered entirely on your needs, and we strive to make every step as clear, straightforward and clarifying as possible.
Step 1
Lay a Foundation
In our first meetings, we’ll let you know more about our services and our approach. You’ll share with us more about your situation and can ask us any questions you have about how we work.
Step 2
Set Goals & Gather Data
Before we make any recommendations, we begin by getting to know all about your circumstances. You’ll provide us with any financial documents and information, and together, we’ll establish specific goals and priorities.
Step 3
Analyze Your Financial Strengths and Vulnerabilities
We’ll evaluate your entire financial picture. We’ll review your current progress and will consider it in terms of the objectives we’ve established together.
Step 4
Develop & Share Recommendations
After constructing strategic recommendations to address your challenges and plan for your goals, we’ll walk you through what we’ve come up with.
Step 5
Put Your Plan Into Action
Once we’ve finalized your plan, together we’ll set your plan in motion, collaborating with additional professionals (such as your estate attorney or CPA) if necessary.
Step 6
Review the Progress of Your Plan
Throughout the year, we’ll check in together on your progress, talk through any life changes, and make adjustments to your plan as necessary.
We’re Here As Your Well-Versed Advisor— and Your Confidant
We’re motivated by the opportunity to help you cultivate a strong financial life. By intelligently navigating your finances with a research-driven plan, you’ll be equipped with a charted course towards financial success. We’re here to talk through things both big and small, providing insight and guidance to support you.
