It Starts with You
Our process begins with getting to know one another. We will explore what matters most to you so that we can identify your goals. From there, we build out a financial plan specifically tailored to you. And as your life evolves and changes, so should your financial plan. Through regular communication and annual planning, we'll adjust your plan as needed so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only help you build wealth throughout your life but also help you protect it with proper risk management and spend down strategies.
So what are the steps?
1. Introductory Meeting
In our first meeting, we'll identify your goals, values, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
2. Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into what makes up your financial picture. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. It is during this time that we further explore how we think as Wealth Advisors and how we view the world of investing.
3. Detailed Planning & Investment Management
Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, identify if any gaps exist, and outline the steps needed to help you achieve your goals. We will build out an investment portfolio specific to your risk tolerance and financial planning goals.
4. Ongoing Support & Advice
Life is constantly changing, and your goals will too. It is our job to take the weight off your shoulders. Let us do the heavy lifting. Throughout the year, we monitor and manage your financial plan and investment portfolio. As life evolves, and changes need to be made, we'll be here to adapt your plan so it transitions along with you.
Contact us today to see how a financially sound plan may bring you closer to your goals.
