Our Planning Process

Our financial planning process is the foundation in our independent, comprehensive wealth management services. We tailor a plan to fit your individual needs and goals and then follow an annual process to review and assess progress towards those goals.

Phase 1 – Discover Your Needs

• Discuss personal and financial goals
  • What are your concerns?
  • What are your dreams?
    
• Review current financial picture
  
• Provide an overview of opportunities and how we can help you
  
• Outline next steps

Phase 2 – Create Your Financial Plan

Approximately 2-4 weeks are needed for data research, organization and input of financial information for your custom plan.

• Discuss preliminary findings and crystallize short, medium and long-range goals and objectives
  
• Determine your risk tolerance
  
• Finalize goals and projections to create an accurate path to reach your goals

Phase 3 – Put Your Plan Into Action

• Deliver and explain financial analysis and plan
  
• Review implementation needed to achieve your goals
  
• Allocate resources toward specific goals and complete paperwork

Phase 4– On-Going Review & Management

• Develop long-term business relationship
  
• Meet at least once a year for an overall review of your complete financial picture
  
• Review action list and financial plan to ensure we are on track