The Dynamic Process
of developing your
financial plan
When you get to know people, you find there are many details and elements to their lives – not to mention goals and aspirations. That's why it's so important for us to get to know you, because these are the very elements that we'll use in building your financial plan. To help us account for them, we use a detailed process so that we may be thorough in our discovery and exact in our implementation. This process will help build the framework for making decisions collaboratively – applying not only our insight and recommendations, but yours and that of your outside advisors, too – and monitoring the outcome of those decisions as your plan is followed over time.
Like the beginning of a friendship, we will start with a meaningful, genuine conversation about all the things you'd like to accomplish in the future, and where you stand in light of those goals today. Throughout this time of sharing, we will use a variety of methods and tools to understand your personal goals, current financial situation, investment experience and desired level of risk. And as important as it is for us to learn about you, we'll also make you fully aware of our capabilities and provide you with insight concerning the scope of services we offer to help you meet your objectives. In getting to know each other in this way, we'll lay the foundation for an open and productive relationship that can grow and endure into the future.