Our Process
You have come to us for help in reaching your financial goals, and that's why we concentrate on fully understanding those things right from the start. While not every product or service will fit what you want to achieve, we make sure our recommendations fit your individual and ongoing situation.
Step One
Understanding Where You Are
Family dynamics
Personal and business dreams
Charitable and family legacy philosophy
Current cash flow, balance sheet, and investment portfolio
Step Two
Understanding Where You Want To Be
What does financial independence mean for you?
Are there goals you’d like to accomplish, such as funding college, buying a vacation home, or travel?
Do you want to help your children, grandchildren, or parents?
What would it be like to not have financial worries?
Step Three
Creating An Action Plan to Achieve Your Goals
Comprehensive Financial Plan based on your situation
Projecting retirement income and balancing multiple goal scenarios
Tax reduction strategies
Personalized asset allocation
Step Four
Helping You Get There
Monitoring your progress
Collaborating with your CPA or attorney
Evaluating investment results, risks, and opportunities
Adjusting to life events and transitions