1) Discovery
The first step simply involves talking. It’s an open conversation and most of what we’ll talk about is you and your family. Where you are in your financial life and where you want to be.
2) Analysis
Financial planning is as much about your personality as it is as about your money. Taking what we’ve learned, we do the hard number crunching and present a detailed review of the best options for the investor you are.
3) Development & Construction
We don’t offer packaged solutions. Our independence gives us the freedom to work through all the options with you, discuss pros and cons, and put together a personal plan purpose-built for achieving your goals.
4) Execution
Only when you’re comfortable with your plan do we open the accounts you’ve directed us to do. We never forget what we’re working toward – your security – or who we’re working for.You.
5) Review
The four people on our team each see the financial world from a unique perspective. This means thorough reporting on your progress from every angle, and insightful recommendations to keep your plan on track.
6) Transition
Lifetime financial planning is simply about preparing for the next step. Helping to get you, your family and your business right where you want everything to be.