Our Process
Your needs, goals, and risk tolerance are the basis for our strategic approach
By working together to assess your needs and identify the appropriate solutions for your individual situation — whether your focus is preparing for retirement, protection planning for your family or business, funding your child’s education, taking care of aging parents or a special needs child, transitioning a business, or creating a legacy for your heirs or charity — you will be taking the first step toward securing your goals.
Our holistic process consists of the following 6 steps;
01. EngagemenT
An Opportunity to Get To Know Each Other:
Our engagement meeting is your meeting. It is an exchange of questions, concerns, ideas, and a discussion of your financial goals. You are provided the opportunity to ask us key questions that are of concern to you. We focus on who you are, and what you want and need.
03. STRATEGY
Developing a plan of action
After the discovery session we will have all the necessary information to review the findings. We are now ready to move into the strategy meeting.
An opportunity to prioritize your objectives and begin the discussion of potential strategies and solutions. Having specific financial goals are vital to financial planning, The purpose of this analysis is to differentiate your needs from your wants.
05. Implementation
The next step is implementing the financial plan’s recommendations.
At this point the financial planning data has been gathered and analyzed, financial planning statements have been created, goals and objectives have been measured and financial gaps found. Your financial plan has been delivered to you.
02. DISCOVERY
No great plan is worth the paper it is written on — unless somebody does the heavy lifting to make it work.
The data gathering stage is a critical step in the planning process. This is where we need key financial data such as investment statements, copies of tax returns, wills, income, and expense information. The information required to make recommendations for the appropriate strategies needed to reach your goals.
04. Presentation
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future." - Alexa Von Tobel
Our presentation meeting is where we deliver the final financial plan to you. We will review the recommendations or action plan to follow. We will cover all recommendations and strategies within the plan Go over key plan reports, determine a timeline for implementation of the plan, and Review the next steps.
06.Review
Financial advice is only valuable if it is complimented by ongoing opportunities to adjust and realign.
Structured reviews provide comfort that your goals remain relevant with the changes in your life. We call this the professional step. Modifications to your existing plans will often be required. Just as your doctor will ask you to visit for a regular check — so will we.