BUILDING A PLAN designed for you
You know where you want to be down the road. Let’s build a road map designed to get you there. We follow a well-established process for personalizing a financial plan that fits your life, and investing your money in a manner that reflects your goals, timeline and tolerance for risk.
It all begins by sitting down with you – because the better we know you and what you want to accomplish, the more we can help. While our planning process can be easily outlined in these four steps, it’s really an ongoing endeavor that will evolve as your life does.
We begin simply by getting to know you. We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.
We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.
Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.
After your plan is implemented, we will continue to have conversations about the progress of your plan relative to your defined objectives and suggest any changes where needed. We’ll look out for you to make sure everything stays on track.