Our Six Step Planning Process
Our highly personalized and comprehensive financial and investment planning process begins with listening to you; analyzing your situation, circumstances, goals and objectives; and recommending strategies to help address your needs. Following the implementation of your plan, we seek to continually monitor your progress against established objectives to help you remain on track as you pursue your goals.
Step 1: Determine Financial Objectives
The planning process starts with a comprehensive analysis of your present financial resources, liabilities, and objectives. We will also work with you to determine an appropriate risk tolerance, given your experience, comfort level, and goals.
Step 2: Develop a Plan
We examine your financial goals, objectives, assets, liabilities, income, expenses, and other relevant information. The foundation of a sound financial plan is having a clear understanding of what is important to you.
Step 3: Analysis and Development
A preliminary analysis of the information about you is prepared. This includes reviewing all of your objectives and determining if they are feasible. With your permission, we may consult your attorney, accountant, or other advisors to make sure the data is complete.
Step 4: Plan Presentation and Delivery
After alternative strategies and scenarios are explored, a final plan will be presented to you. It contains specific recommendations designed to help you pursue your financial goals and objectives. Each plan contains an Action List of items to be addressed.
Step 5: Implementation
Implementation is the key to putting your plan to work. We’ll review the resources available to implement each step of your plan.
Step 6: Monitor and Update
We’ll set periodic reviews, according to your needs, to help you remain on track toward your goals and to re-evaluate and adjust your plan based on changes in your life or the financial markets over time.
Trusted guidance, responsive service
Our extensive financial experience enables us to make recommendations based on well-reasoned strategies and timely research that are appropriately suited to your objectives. We take pride in our proactive communication and accessibility. You can count on us to work hard to help ensure all of your needs are addressed and nothing is overlooked.
Contact Us to schedule a no-obligation consultation to determine if we’re the right fit for your financial and investment planning needs.