Our Financial Planning process brought to life
When we first sit down together, our mission is to identify the key goal driving you and your family, which subsequently drives how we invest your money and manage the relationship. Our disciplined process enables us to design a customized financial plan, which we do for every client. Whether you’re focused on retiring on your own terms or leaving something behind for the next generation, our process leads to practical recommendations designed just for you.
We utilize sophisticated Goal Planning & Monitoring software from Raymond James, in conjunction with our extensive planning experience, to help ensure that your goals – and our strategy for pursuing them – are well-defined. It helps align financial decisions with your goals, and allows us to measure your progress over future years. Here is a brief outline of the steps we’ll follow:
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As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs. We then devise a plan to support your personal goals through professional investment management and strategic planning.
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Using the information you have shared with us and our access to high-caliber research and analysis, we narrow down a selection of investments and an allocation tailored to your financial objectives. We will then present our recommendations and outline the steps needed to implement your plan.
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Once you have approved the plan, we put it into action by choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance. We craft your portfolio carefully, making the most of the choices available to serve your individual situation.
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After establishing your plan, we continue to monitor its progress toward your objectives and ensure it keeps working for you through all of life’s changes, continually updating you and providing ongoing support. We stay abreast of what’s ahead, helping you remain prepared for the challenges of tomorrow.
