OUR APPROACH
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We believe in relationships; our business is about partnerships with you as the center.
We believe in transparency. Because of our beliefs, we follow the 6 steps below.
01
LET’S MEET
We’ll meet with you face-to-face in one of our office locations, or we can also offer telephone meetings or virtual meetings. We use our initial meetings to discuss your goals and decide if our planning process and investment philosophy fits with what you are looking for.
02
GET ORGANIZED
The list can go on and on with the different types of financial accounts or liabilities one may have, and it’s easy to get overwhelmed. By helping you get organized, we will take a thorough look at what you have or don’t have to get a good understanding of your current financial picture and build a strong foundation to grow from.
03
ANALYZE INFORMATION
By now we’ve done a huge amount of work isolating and understanding your needs and objectives, and getting you organized. Now it’s time for us to take an in-depth look at everything to analyze your weaknesses and strengths and devise a clear and comprehensive plan of action that is uniquely tailored to your personal needs.
04
DEVELOP THE PLAN
We will construct a comprehensive financial plan giving us your roadmap and creating our firm’s Living Asset Allocation so you can take specific steps with your money to help you achieve what’s important to you. We’ll look at the various paths you could take to reach your goals, then choose what works best. We carefully craft a clear and structured process, enabling us to effectively support and guide you towards success.
05
TAKE ACTION & IMPLEMENT PLAN
In most cases, this step is either overlooked or undervalued by the client. Most people feel that the financial plan has all the answers, when in most cases it is only a guide that, throughout life, will need constant updating. Depending on what goals or areas of need we uncover, this is also a place in the process that varies with completion timeframes. Hence, why we have structured our firm to assist you completely through this process.
06
EVALUATE AND ADJUST
During this stage, we assess and evaluate as your life, economic and market conditions change. You’ll have access to great online tools to track your progress and we’ll talk and meet regularly to help ensure you are on track with your comprehensive financial plan. You should also keep in mind that whether something unexpected happens or you simply change your mind, we want to ensure that your plan continues to move and adjust along with you.
READY TO TAKE THE NEXT STEP?
For more information about any of our services, schedule a meeting today or register to attend a live event.
