Like the interconnected gears of a precision timepiece, our process enables our team to identify relevant strategies for moving forward and fully addressing your needs. Here are the basic steps that outline the process we use for building your financial plan:

Step One
Initial Consultation
  • Identify your goals, values, dreams, special concerns, and challenges
Step Two
Engagement
  • Set mission statement and measurables to define relationship success
  • Prioritize goals
Step Three
Strategy Session / Data Gathering
  • Collect pertinent planning data
  • Facilitate conversation around topics such as retirement planning, college savings, life insurance, investment planning, tax strategies, estate planning, and charitable planning. All of these topics deserve a thoughtful, conscientious conversation with those people they affect. Beginning at Step three and continuing throughout the process, we will bring relevant experts to the planning process from the tax field, legal field, auto and home, etc.
Step Four
Develop + Finalize Plan
  • Create action item list to include recommendations with appropriate schedule for implementation and accountability.
Step Five
Execution + Implementation
  • Begin taking action on recommendations
Step Six
Review / Ongoing Monitoring / Ongoing Advanced Planning
  • Develop schedule for future review meetings
  • Provide tour of resources and concierge services such as Investor Access, statement delivery preference, and outside account aggregation
  • Ongoing reviews and consultations with outside experts, when appropriate