While there is no one-size-fits-all solution, a well-defined and carefully implemented plan can bring you closer to your financial goals. By working with you and your team of professionals, we’ll help you plan, invest, and navigate from wealth accumulation to your long-term goals.
An Outline of the Client's Journey.
1. Define Goals
Before we can develop a plan, we need to know what truly matters to you. In our initial discovery meetings, we’ll discuss your plans, needs, wants, and lifestyle. This is also an opportunity for you to learn more about us and our values. It’s important that we stay open and honest so we can develop a plan that best fits you.
2. Gather Information
After our initial meetings, we’ll dig deeper into your current financial situation. Together, we’ll discuss your current accounts, the professionals you’re working with, and other important information.
3. Analyze Data
This is how we build out your financial picture. We’ll take the information we gathered and determine your strengths, weakness, and opportunities.
4. Make Investment Recommendations
Using what we’ve discovered in our data analysis, we’ll build a plan. We’ll discuss the plan together, and outline how and why your investment strategy was created. By keeping you informed and invested, it will be easier to stay focused on your goals, even during downturns.
Depending on your investing needs and goals, we may recommend additional professionals to work with, such as estate and tax professionals.
5. Implement and Monitor
When you’re happy with the recommended plan, we’ll invest assets into your portfolio and set a strategy for ongoing monitoring. We’ll continually review your strategy so it stays aligned with your goals.
Your plan is designed with flexibility in mind so that as your needs and goals change, your plan fits your lifestyle.
