Our Process
Assembling the pieces that are designed to make a lasting financial plan
We take a holistic approach to financial planning, seeing each aspect of your financial life as a basic component of your overall plan. Following the six-step Financial Planning Process developed by the Certified Financial Planner Board of Standards, we help you bring the pieces together to build a strategy designed to suit your needs and reach your goals.
Establish and Define
We begin by thoroughly explaining the financial planning services we offer and establishing the scope of both your responsibilities and our own.
Gather
Next, we will conduct one-on-one meetings with you to gather information and discuss your investing experience, your time horizon and your feelings about risk.
Analyze and Evaluate
Drawing on everything we learn about you, we will analyze your current situation and the state of the financial markets to determine what it will take to meet your goals.
Develop and Present
Based on our analysis, we will develop a customized financial plan and present it to you, ensuring you understand our suggestions and answering your questions.
Implement
With your approval, we will determine how our recommendations will be carried out. We may simply implement the plan or coordinate the efforts of your entire professional team.
Monitor
Moving forward, we will carefully monitor your plan’s performance and help to ensure that you remain on track to achieve your goals.
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