Helping You Build Your Vision
As evidenced by our more than twenty-five-year history, we believe in partnerships. We view our relationship with our clients as a partnership. We begin with an assessment of your current situation, i.e., debt, cash flow, assets. We also adhere to one of author Stephen Covey’s principles from his widely read book Seven Habits of Highly Effective People: Begin with the End in Mind. Without a roadmap, any destination will do. Well, for us, any destination will not do. Over time we will gain greater clarity as to you and your family’s goals. But we will begin our relationship with a clearly defined intent. Our clients find great comfort in putting a plan in place. We want to understand what truly matters to you and tailor a holistic financial plan that gives you confidence today and tomorrow. We care as much about why you are investing as what you are investing in.
So what are the steps
1) Introductory Meeting
This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
2) Exploration Phase
Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.
3) Detailed Planning
Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.
4) Ongoing Aid and Advice
Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.