A financial plan that starts with you
Each step of our rigorous planning and management process is collaborative, goal-oriented and strives to give you the confidence to live your life without the worry of financial uncertainty. Whether you are an experienced investor or are just learning the ropes, we make sure to meet you where you are so that you feel personally invested at every step.
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We start by taking the time needed to learn about you and your family, including considerations that may warrant a special focus, as well as your financial position, assets and expenses. We’ll also learn about your feelings about risk, your investment knowledge and your values.
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A question as big as “What do you want in life?” deserves more than an off-the-cuff answer. In this stage, we take the time to delve into your goals, then refine them based on your life and financial circumstances.
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This step takes a close look at your current financial path and, using a variety of analytical methods and tools, looks at options that will help keep your goals in sight.
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Based on everything we’ve learned about you so far, we will create a financial plan that encompasses topics as diverse as income, risk tolerance, your personal timelines, insurance, investments, assets, debt, spending, cash management and philanthropy.
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Once we have created a personalized financial plan, we’ll present it for your approval, addressing any questions and revising the plan based on your feedback or new information. At this stage, we want you to understand why we are making recommendations and how each part serves the whole.
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We put your plan to work, creating the necessary accounts, pursuing your investment strategies, adjusting or purchasing insurance policies, and connecting you with any other services identified in your financial plan.
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We keep your plan in motion, monitoring your progress and keeping an eye out for anything that could disrupt it. We will continue to communicate and hold meetings to update you. If things change – the markets, your life or your priorities – we can adjust your plan and investment strategies to suit.
