PLANNING PROCESS
YOUR FINANCIAL JOURNEY, OUR HOLISTIC APPROACH
We're a planning-centric firm that places a premium on offering a comprehensive perspective and building strong client relationships. We take our time to ensure that we truly know and understand you and that every detail is covered, never rushing the process.
PHASE 1: DISCOVERY
In this initial step, we ask a lot of questions to learn what truly makes you happy, your life goals and aspirations, and what keeps you up at night. This helps us align your wealth with your values and the life you want to live.
PHASE 2: FINANCIAL BLUEPRINT
In this step, we craft a comprehensive financial plan that’s designed to grow, manage, and protect your wealth now and throughout the future. We will explain options to you and how different scenarios may impact your future.
PHASE 3: IMPLEMENTATION
Once you’ve made decisions regarding your plan we will implement everything making every step as easy and turnkey as possible for you. We will keep you posted every step of the way and be there to answer any questions you may have.
PHASE 4: ONGOING PARTICIPATION
Once you’ve made decisions regarding your plan we will implement everything making every step as easy and turnkey as possible for you. We will keep you posted every step of the way and be there to answer any questions you may have.