Our process is based on an in-depth understanding of who you are and what matters to you and your family. That’s why we prioritize the client relationship above all else.
We take the time to get to know you and the people you care about. We ask the tough questions, facilitate meaningful dialogue, and work together to determine your goals. This sets the foundation for everything we do—and enables us to provide truly comprehensive, customized solutions based on your needs and priorities.
Get to know you. We start with an initial meeting to get to know you: what’s important to you, where you are in your life, and where you’d like to go. We’ll ask a lot of questions about your values, concerns, and hopes for the future.
Gather data & identify goals. We follow up by digging deeper into needs and expectations. What’s your tolerance for risk? How does your family fit in? What matters most in the long run? Together, we figure out what we’re working towards.
Analyze your financial picture. Next, we host a private webinar to assess where you are now in relationship to your goals. We go over the data we’ve gathered. Then we review your situation, define the “what ifs,” and identify gaps.
Develop & review strategies. We meet again with you to discuss potential scenarios and strategies. We recommend various solutions designed to address financial gaps in your life and move you towards your end goals.
Finalize & implement the plan. Following our strategy session, we refine and draft your customized plan. Then we present it to you, going over all the details to ensure we’re on the same page. Once you’ve signed off, we put it into action.
Monitor & update. We closely monitor your progress to make sure you’re on track. We check in regularly—making adjustments and updates as your circumstances and goals change. Your plan is designed to evolve with you.