Knowledge and skill to see your plan through
We believe that two elements are essential when building and managing your unique financial and investment plan – sound wisdom and dynamic skill. We’re creating a vessel designed to take you from the life you enjoy today to the future you’ve envisioned, and it must be solid enough to endure and nimble enough to adapt.
Money management is just one part of the process. We are holistic planners working with your legal and tax experts to guide you in every aspect of your financial life. Whether you want to purchase a vacation home, create adequate funding for college costs or endow a legacy for a charity close to your heart, we’re here to help.
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We begin by getting to know you and the people and goals that are important in your life. We want to understand your motivations, fears and priorities regarding money. You will have an opportunity to learn about us: our knowledge, experience and philosophy.
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If you are in agreement to move forward, we will then gather all of the pertinent financial data. We will use this information to determine how well your current plan and savings are moving you in the direction of your goals.
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We will then prepare a plan using interactive financial software that allows us to evaluate the potential variables and how they might impact your plan. This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined.
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Once your plan is set in motion, we will help you oversee it. We will have quarterly phone conferences and face-to-face annual reviews with you to assess the progress. Knowing that any plan requires updates and revisions as financial situations evolve, we will meet as often as needed if you encounter a major change in your personal life or financial position.
Our process gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs.
Austin J. Hart, CPFA, Financial Advisor
