Serving you with an objective approach Delivering a disciplined process

Our process begins with an informal introduction to determine if there is rapport and mutual expectation that we can help. The next step is a deeper understanding not just of your goals and resources, but also your knowledge of the financial markets, financial psychology, biases, and important relationships.

Our next step is the development of a strategic course of action which takes the form of a written goal plan. In addition to addressing your expectations and concerns, we also take into consideration asset allocation, titling of assets, sequencing of cash flows and “what if” scenarios for investments and withdrawals. Based on the results of the plan, we quantify your probability of a successful outcome.

IMPORTANT: The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. Asset allocation does not guarantee a profit nor protect against loss.

Once we have arrived at an understanding of a suitable course of action for you, we establish a mutual commitment to move forward by completing the necessary paperwork and implementing the plan. Our regular reviews and follow up work is done to evaluate progress and identify any advanced planning needs.