Planning Process

We believe a comprehensive financial plan delivers the best results when it supports the client’s long-term objectives and values. Starting at square one with each client, we offer a truly customized experience with strategies intended to fit each person’s unique situation and needs.

Our planning process can be broken down into five important areas: Examination, Analysis, Recommendations, Implementation, and Monitoring. Learn how we’ll work together below.

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Examination

We take a closer look at your total financial picture to gain an understanding of your short-term needs, long-term goals, and risk tolerance. We focus on asking the right questions today so that we can determine the best strategies for your tomorrow.

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Analysis

Once we gain a full understanding of your needs and goals, we analyze each portion of your financial life and portfolio. Through ongoing analysis we continuously search for better growth opportunities while protecting your assets.

Recommendations

We provide you with an investment strategy that is designed specifically for you. Our recommendations align your long-term goals with your unique risk tolerance.

Implementation

The implementation phase of your portfolio is critical. We’ll work in conjunction with your team of professionals, from CPAs to attorneys, to implement your strategies while keeping you informed every step of the way.

Monitoring

Markets move and life happens, so you should have a plan that is easily adaptable. We will help design your plan with the flexibility to contend with life changes and economic cycles. Watchful monitoring and portfolio reviews will help ensure you remain on course to meet your goals.