Our approach begins with you—your values, your priorities, and your vision for the future.
Define the scope.
We begin by understanding your financial goals, exploring your dreams and aspirations, and discussing your situation. Then, we establish a fee and gather essential documents to inform the plan.
Gather information and set goals.
The more detailed information we gather, the more tailored your financial plan will be. We review your financial statements, estate plans, investments, and business holdings, then create a comprehensive financial model to reflect your situation.
Evaluate current plan.
We analyze the financial model to identify gaps between your current strategy and your goals. This stage involves reviewing data, assessing status toward goals, confirming information, preparing a preliminary plan, and refining recommendations.
Present alternatives.
We present alternative strategies aligned with your objectives and answer any questions, ensuring recommendations are tailored to your personal situation.
Create an action plan.
We discuss the risks, benefits, and costs associated with each alternative, coordinate with your other advisors, as necessary, and recommend specific financial instruments to achieve your goals.
Monitor and update.
We continually monitor your plan, accounting for any changes to your circumstances, making adjustments for life events, and ensuring the plan stays updated to maintain long-term viability.
Our Planning Process
Every client relationship begins with our comprehensive, six-step financial planning process, which is tailored to your unique circumstances, goals, and dreams. We’ll review financial statements and estate documents, analyze your current financial situation, and model future investment and cash flow scenarios to provide a holistic and actionable financial plan.
Financial planning, tailored to you.
From analysis and planning to implementation and monitoring, our approach puts you and your goals at the center.
Creating financial security for your family.
Safeguarding the business you've built.
Living the lifestyle you desire.
Investing in your community.
