Our Process
How We Work
By offering personalized, fee-based planning services, we provide our clients with comprehensive advice and guidance tailored to their individual needs and circumstances, helping them make informed decisions and achieve their financial goals.
Our Strategy
The combination of your unique vision and our systematic approach forms the foundation of our client-centered philosophy. At the core of our practice is a commitment to serving the best interests of our clients and fostering long-term, meaningful relationships built on trust, integrity, and shared values.
Collaboration
We follow the systematic, ongoing process below that provides our clients with the personalized attention, guidance, and support they need to navigate life's financial complexities with confidence and peace of mind.
Our initial meeting is a collaborative exploration of your financial journey and how we can support you in achieving your goals. We're committed to providing you with the information, guidance, and support you need to make informed decisions about your financial future. If you decide to proceed, we'll work together to develop a tailored financial plan that reflects your unique circumstances and aspirations.
Engagement Meeting
Our objective in this meeting is to lay the groundwork for a successful financial planning journey by gathering essential information about your current financial situation, gaining a deep understanding of your needs, goals, and concerns, and identifying any challenges you may have.
Discovery Meeting
We analyze and evaluate your financial status regarding your goals and objectives so we can develop tailored solutions that empower you to make informed decisions.
Analyze Information
We’ll meet to review the draft financial plan together to ensure that it accurately reflects your goals, objectives, and preferences, setting the stage for a successful financial planning journey.
Fact Confirmation Meeting
We’ll meet to review the initial plan together and discuss the recommendations in detail so we can ensure that you have a clear understanding of the proposed strategies and feel confident in your decision-making process. Whether you choose to move forward with us or another advisor, we're here to support you every step of the way.
Plan Presentation Meeting
Should you choose to implement your plan with us, we'll schedule the necessary follow-up meetings to help you put your plan into action.
Implementation
We’ll meet at least once per year to review progress, update the plan, and stay proactive in your financial approach so we can help you continue to live a purposefully designed financial life that reflects your values, priorities, and aspirations. Our goal is to empower you to navigate life's financial complexities with confidence and peace of mind, knowing that your plan is continuously optimized to support your evolving needs and goals.
Ongoing Planning
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.