A detailed planning process is the best way to establish financial security. Once we get to know you, we can develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life. We are in it together for the long haul.
So 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, and potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
2) Exploration Phase
Based on our introductory meeting, we now want to dive deeper into your situation. During this session, we can begin to sketch a preliminary plan as we discuss your personal and financial goals more comprehensively. The more open this phase is, the more detailed our plan 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, insurance, first-time home ownership, and estate planning, and detail the steps needed to conquer each obstacle. As a fidiciary, we are legally obligated to provide you with the most beneficial plan.
4) Ongoing Aid and Advice
Your priorities and goals will inevitably shift through time, so we are here to prepare your plan proactively. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will constantly ensure that your plan transitions with you.