We start with a conversation, learning more about you and your financial goals. What concerns do you have about your financial future? What are you currently working to achieve? What is the purpose of your money? What do you want life to look and feel like as you move into retirement? Your answers to these questions give us a clear picture.
Then we dive in, developing a custom financial plan that brings focus and solutions. At each step along the way, we make sure everything makes sense, from a technical perspective and with your big picture in mind. The solutions we create serve as a roadmap, with milestones that align to your goals.
The conversation continues in the months, years, even decades ahead. We meet regularly to discuss progress, estate planning needs or tax optimization. Some clients choose to meet quarterly; others prefer monthly. Our review meetings and frequency are structured around your needs, but we do believe it’s vital to communicate progress regularly.
In this first step, we get to know each other and decide if we are a good fit, sharing our planning process and philosophies. During a complimentary one hour consultation, we will gather documents, account information, and assess your current financial status. We will also discuss goals and risks, review existing wealth management plans and investment strategies, and most importantly listen to your concerns and what matters most to you. From there, if we believe we can bring value to you, we move forward.
Now that we’ve decided to work together, we begin a more personalized conversation. Using the information we gathered during our initial meeting, we can begin building your custom financial strategy. We will walk you through each step, address concerns, and provide you with clear action items aligning with what’s most important to you. Action items can vary, from funding the purchase of a car to implementing risk management strategies into your investment portfolio.
At this point, we have all the pieces we need to put goals into action. Implementing your plan, and the steps involved may include continued cash flow analysis, savings and investment monitoring, liability management and tax management conversations, as well as estate planning implementation. We are 100% engaged in the success of your financial future.
We provide complete transparency with regular check-ins, via your preferred communication method, as convenient for you. Conversation topics may include market fluctuations, life changes, updates on your personal situation. We will also monitor your accounts and investment strategy, or suggest an alternate route in order to stay the course.