Our process

Goals Based Financial Planning

 

Discovery

Complete discovery process to align your goals, values, relationships, interests, and complete financial picture.

Investment Plan Development & Review

Diagnostic of current situation and sharing a personalized investment approach. We will simplify your life by presenting a comprehensive investment plan, taking in feedback and revisions during our review meeting.

Mutual Commitment

Decision to work together.

Organization of Accounts

Opening accounts and reviewing paperwork.

The Advanced Plan

Comprehensive evaluation of the entire range of financial needs, with our recommendations for moving forward and reaching your goals.

Regular Progress Meetings

Ongoing review of your plan.

 

Keeping you and your wealth on track

As we move through this process together, we will work to build a relationship and understand your complete financial picture. We will continue to follow up and meet with you regularly, as needed in your unique situation. We will introduce your team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas. We will simplify the details so you can enjoy your wealth and stay on track. We are here for you.

What happens during the Discovery?

We will take a deep dive into your goals, needs, and motivations. We will work together as partners to understand your unique situation and establish your plan.

How do we get started?

Contact us!
We make the mutual decision to work together and begin to build the financial plan to reach your goals. 

What does planning look like?

Utilizing the information that we established together, we develop a personalized Investment Policy Statement (IPS) and implement your portfolio and financial plan.

How do we monitor and adjust your portfolio and plan?

As your life changes, we realign the plan to ensure you’re always on track towards your unique goals.