That is why we will dig deep into the details through what we refer to as financial forensics to gain a comprehensive understanding of your unique financial situation. We will look closely and carefully at your financial history to gain an understanding of how you arrived at where you are today. We will work closely with your other professional advisors, such as your CPA or attorney, to ensure we have a complete financial picture. For individuals, we will look at all the aspects of your life that are affected by your financials and vice versa. And for businesses and organizations, we will look at all the facets of your firm’s goals and objectives.
When we’re finished, we’re able to achieve a solid foundation of information upon which to build a solid strategy for moving forward toward your goals – whether it’s a long and lasting legacy for a family or an investment plan for a company’s critical retirement funds. And we will monitor the progress of your plan against your goals so that we may make informed decisions when a change of course is necessary.