- 1. Discover
Getting to know you is a core element to discerning your unique needs and aspirations. With our first meeting we take the opportunity to establish what matters most to you and get to work helping you envision the path toward your financial freedom.
- 2. Evaluate
This is our time to understand the specifics necessary to develop your personal plan. Through fact finding, we identify current and future goals, while examining your current risk levels and risk tolerance.
- 3. Plan
After gathering key information, we begin the initial steps toward building your financial plan. At this stage we will outline the proposed plan and based on your review, make any necessary adjustments.
- 4. Strategies
Once we have finalized the details of your financial plan we will share with you our proposed strategies. We will provide you with your current financial overview, a summary of our strategies, and actionable items to get you started toward pursuing your goals and objectives.
- 5. Implementation
Confirming we are all in accord with the outlined strategies, we can then put your plan into play. Whether that’s opening new accounts, adjusting investment risk or aligning you with other professionals. You will also receive plan documents and have secure access to view and monitor your financial plan and personal accounts 24/7, 365 days.
- 6. Monitor
Now that your plan is active, we will continue to monitor your investments and financial status. We thrive on communication and invite you to reach out to us with any questions or life changes.
- 7. Adapt
Staying up to date with your financial situation is key in helping us assist you with reaching your goals. Our daily monitoring of portfolios, annual and quarterly reviews, periodic market updates and portfolio rebalancing help us measure progress and adapt to your changing financial landscape.