OUR PROCESS for personalizing your plan

During our first meeting and conversation, we really want to get to know you, and offer the opportunity to get to know us, our team and our process. At this point, we can better determine if we are a good “fit” for each other. This is one of the most important steps in the process.

Upon mutually agreeing that there is a good fit, we begin the process of understanding you and your family on a deeper level. We want to know what is important to you, what your worries are and who you care about. We help you to define and prioritize your goals and objectives.

We help our clients create a strategic plan utilizing our Goal Planning and Monitoring* system. This helps us create a customized plan and strategies designed to enhance your ability to reach your goals and objectives. We stress-test the plan and conduct analysis to help us to collaboratively adjust and fine-tune it.

Once we are all confident in the final plan, we walk you through the process of implementing the various strategies involved in your plan. We work with your other trusted advisors such as your accountant and attorney to bring each element together in a cohesive fashion.

IMPORTANT!

We will meet with you on a regular basis to ensure that we are consistently refining and updating goals as life dictates change. We once again stress-test your plan and actively adjust your strategies to fit the desired outcome. We want you to feel free to call on us concerning any aspect of your financial life. We will make ourselves readily available to assist you in living your best life possible.