Our Process
"We have designed our overall process to include very distinct steps, which we systematically execute to ensure we are best prepared to work together. Data and statements are pieces of your financial picture that we meticulously, yet confidentially, analyze. Coupled with this analysis of data is our recognition that financial management is a very emotional topic. We spend time together talking. For our partnership to succeed, we must understand one another. We enjoy getting to know our clients."
DISCOVERY & LEARNING
We begin by helping you articulate your vision. Through extensive personal conversations, we ask you questions, and listen carefully to your life story identifying both your expressed and unexpressed needs and desires. We take the time to get to know you until we clearly understand what is most important in your life now, and in the future. We care about what matters to you and integrate those items throughout your plan. Together, we create a set of goals uniquely aligned with your vision that will guide the creation of your comprehensive financial plan.
PLANNING & ADVICE
With an in-depth understanding of your goals in mind, we review your financial documents to gain an understanding of the quantitative side of your financial picture. We analyze your statements and personal profile, taking into consideration your current lifestyle, your financial means, and your vision for the future. We then apply our extensive knowledge to build a comprehensive financial plan customized for your unique circumstances.
IMPLEMENTATION
We meet with you to propose the plan to you, educate you on every item of the plan, and highlight how each part of the plan connects to your needs and vision. We discuss the details of your plan and involve you in all decision-making for any changes or adjustments. When you become confident and engaged with your plan, we begin implementing it at a pace that is comfortable for you.
SERVICE
We reach out to you on a scheduled basis throughout the year for review meetings, which can be handled face to face, or as a “GoTo Meeting” on line, to ensure your plan is aligned with your life, and to support you in living your plan each day. Between review meetings, we actively monitor the economy and the markets and communicate with you regarding any recommendations for adjustments. Together we revise and adapt your goals to your new reality. Over time, our relationship evolves and grows so we become your most trusted and valuable resource for all your financial needs and concerns. Our knowledgeable and friendly staff provides an exceptional service experience at every opportunity. Your needs are always first.