To help chart a course for your financial future, we’ll follow a time-tested process that is realistic in its approach and squarely focused on helping you achieve your goals.
First, we'll discuss your financial objectives to determine what you want to accomplish - your goals and dreams. They're important. They matter.
Next, we'll undergo a discovery process to assess your net worth, discretionary cash flow, expenses, current asset allocation, risk exposure, tax situation, and more. It's a starting point that we will build upon, together.
We treat even the smallest financial details with careful thought and attention, so we can better evaluate how they relate and combine to form the big picture.
Drawn from our discussions, your personalized financial plan will be designed to help you pursue and reach your stated goals.
We will outline immediate and long-term steps for you to take, and deliver you the support you need along the way.
Once your plan has been put into action, we will work together to monitor your progress. With each life event that occurs - the birth of a new child, the sendoff to college, the purchase of a larger home, or an early retirement - we will answer your questions, talk through your options, and fine-tune your plan to help you reach your goals.