Tailoring a financial plan specifically to you
Our process gives us an orderly way 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.
Understand
First, we’ll gain an understanding of your family, goals and concerns, investment status and income needs now and in the future. We’ll ask you about your other professional advisors such as your accountant and attorney so we can collaborate with them in building a cohesive plan.
Design
Next, we will analyze what you’ve shared with us in order to design your plan. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
Implement
With your approval, we will execute your customized strategy. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
Manage
We will continuously manage the progress of your plan, conduct periodic reviews and suggest any changes where needed. We will provide ongoing reporting of your account activity and rebalance your portfolio to help ensure it remains aligned with your objectives.
