It Starts with You.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial confidence. An effective plan may not only provide financial confidence throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.
So what are the steps?
1. Introductory Meeting
In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We’ll also mutually establish expectation for both of us, and if an ongoing partnership is the right fit.
2. Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
3. Detailed Planning
Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to achieve the returns necessary to make your goals a reality via tax-sensitive, risk-adjusted portfolios.
4. Recommendation Implementation
We design custom recommendations based on your unique situation and come alongside you to help implement them seamlessly. We continuously monitor your progress, adjusting strategies as your life and the economic/political/tax landscapes evolve, ensuring your plan stays aligned with your goals.
5. Ongoing Support & Advice
Life is constantly evolving, and so are your goals. As new priorities emerge, we’ll regularly review and adjust your plan to ensure it aligns with your changing circumstances. By periodically evaluating your strategy throughout the year, we make sure our recommendations reflect not only your life but also the latest economic and geopolitical conditions, keeping you on the best path forward.
Contact us today to see how a financially sound plan may bring you closer to your goals.
