We'll work closely with you to understand your goals, values, current financial status, income needs and the future you imagine for yourself.
We will develop a proposal to share with you our finding and provide recommendations and strategies for you to review.
We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.
We'll regularly review the progress of your plan and changes in your life, then make adjustments as needed.
Reaching Your Financial Goals in a Comprehensive Approach
During our initial discovery meeting we will ask many questions to help understand what’s important to you. Because of the complex connections involved in all aspects of financial planning we will use a mind map to help you get a visual understanding of your current situation. If we judge the relationship to be mutually beneficial, we will prepare our investment plan that diagnoses your current situation and recommends what steps will assist in reaching your financial goals.
Our investment planning meeting is designed to share our findings with you and give you some time to review our recommendations.
During our mutual commitment meeting we will agree on what strategies to take. Our cash flow analysis plan will help guide you toward accomplishing your goals.
We will access our professional network or work with your existing advisors to evaluate all aspects of your financial situation and devise appropriate solutions.
Finally, during our ongoing review process we will bring you in for consultation and work together on your financial needs that are most important to you.