A PROCESS WITH PURPOSEin each step
Financial planning is like creating a painting – with thousands of small brush strokes, you can create a vivid picture. Through our refined process, our team gathers all the details to support the pursuit of your financial aspirations.
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Step 1 – Get to know you.
We want to know who you are! We listen to what is most important to you as we learn about your objectives, your perspective on risk and your liquidity needs.
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Step 2 – Establish your goals.
What are your personal objectives? We work together to identify your current and lifetime goals along with identifying any financial needs outside your radar.
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Step 3 – Analyze your situation.
We evaluate your current financial situation to identify shortfalls and provide alternatives if needed to reach your short- and long-term goals.
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Step 4 – Develop your financial plan.
Our team collaborates on a plan to support your personal goals through building a portfolio, using professional money managers and strategic planning.
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Step 5 – Implement your plan.
We work together with you, your CPA and attorney to put into place the actions agreed upon in your custom plan.
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Step 6 – Monitor & review the plan.
We will review and monitor your progress, adjusting through life’s challenges and events and continually updating and supporting you. It’s all in service of keeping you on track to pursue your aspirations now and down the road.
