A logical planning process is the best way to establish Essential Financial Security. Once we get to know you, we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
What are the steps?
1) Introductory Meeting
This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit for both of us.
2) Exploration Phase
Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. We use the Financial Viewpoint tool, which will provide an overview of your Financial Development, Investment Strategy, Lifestyle Protection and Estate Organization. The more open this phase is, the more helpful and detailed we can be.
3) Detailed Planning
Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy-to-follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, debt management, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.
4) Ongoing Aid and Advice
Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, savings options, risk management and estate planning, we will be a constant presence to ensure that your plan transitions along with you.