The Process
Our process begins with careful listening, leading to strategies designed in collaboration with our clients. We discuss each recommendation and strategy because we know when you understand what is happening with your money, you are more likely to make smart choices that align with your goals.
When you enter new phases of life, your financial needs will also change, and we will be there to help you adjust your strategy accordingly.
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Step 1: Approach
Everyone’s situation is unique. The more we know about you, the more appropriate our recommendations will be for you, specifically. As a result, we take the time to discuss your hopes, dreams and objectives, and things that really matter to you.
Step 2: Analyze
After reviewing the information you provide, we will identify your specific objectives and priorities.
Step 3: Develop
Using the information from our conversation and analysis, we will recommend the steps to help you achieve your financial goals.
Step 4: Coordinate
We work with your tax and legal advisors to make sure your plan coordinates with tax and estate planning strategies.
Step 5: Implement
We will guide you through the necessary steps to establish each part of your plan.
Step 6: Monitor
We will monitor progress and provide ongoing service as your needs, situation and the economy change over time.
