Process

It starts with a conversation about you. During the listening phase, we’ll invest time in your current situation, discovering and prioritizing what’s most important to you. This step is typically filled with multiple questions as we set the table for your plan construction.

Here we continue our conversation to best understand your personal goals, values, risk tolerance, and time horizon. By doing this, we attach meaning to the reason “why” your financial assets are important for you. It is not uncommon to have several goals, some short term and some long term.

Your personal financial plan can provide details how to pursue your goals and provide the road map for your financial success. In this phase we will match each of your personal goals with a tailored solution. Examples can include increasing your cash flow by reducing unnecessary expenses, proper protection planning, or increasing/decreasing your stock market exposure after a proper risk assessment.

Putting the various strategies that make up your personal financial plan into action.  In this phase the decisions that we have made together are put into motion, working with other relevant professionals - your attorney or CPA - as needed to implement an effective and efficient personal financial plan.

It’s kind of like the laundry… just because you did it once doesn’t mean you’re done!  As time passes, circumstances will change. One’s personal financial plan must be monitored for possible adjustments. The review of what’s been working since your plan inception is equally as important as planning ahead for your future.

Ready to work toward your financial future?  Schedule an appointment today and get started on your next journey!

Years of experience have prepared us to guide you through your life transitions.

Committed to upholding the highest standards for integrity, transparency, and accountability.

Build personalized strategies that are designed to address your objectives.