Our approach can be characterized as process-driven, designed to help you identify, prioritize and achieve the things in life that you care about most. By utilizing this process, we are able to custom tailor our solutions to your individual wishes, timeframes, and circumstances. We view our work together as a journey rather than an event, and monitor our progress in an ongoing fashion to ensure your goals are being achieved.
Plan and Advise - We aim to gain a clear understanding of what you want to achieve and when you want to achieve it. This session will include an in-depth examination of your financial history, current position and financial resources. We will concentrate on your specific ambitions and aspirations for the future. After an analysis of the information obtained, we create a customized strategy complete with a step-by-step action plan to achieve you stated financial objectives.
Implement* - The strength of our guidance will mean little if it falls short at execution. We draw from a vast array of products and services to help you implement the customized solutions your situation requires.
Monitor and Adjust - Your relationship with us should be based on accountability. That means we will meet with you in accordance to our clearly defined service model to review your progress, help you measure results against your objectives and make adjustments when necessary.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic review of your financial plan may require a new planning agreement and result in additional fees.