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Financial Planning Process

Close your eyes and imagine what will you do when your money works for you?

Is it a lifestyle you’re thinking about? Do you dream of building your own business? Maybe you envision travel in your retirement. We believe the key to family wealth management is finding answers to simple, yet important questions that help you gain control of your financial future. Once we understand what you would like to accomplish, we can help you build the map to get you from where you are now, to where you want to go. Next we implement the plan through investing with a focus on improving the overall risk and reward issues through highly customized strategies.
Once a plan is formulated, our ongoing process of identifying changing goals and objectives, assessing alternatives, taking action and reviewing results may help you make effective, long-term financial decisions for years to come.

Here is a breakdown of the process:


Step 1
 - Getting to know each other

Our first meeting is nothing more than an opportunity to get to know one another. To serve as your advisor, it’s important that we have a good working relationship. We will explore your goals and investment objectives as well as identify any immediate needs that require attention. If you’re not sure what it’s going to cost, now is the time to ask the question. Without your data, we won’t have the exact numbers, but can explain how we are compensated for providing these services to you. Provided all parties feel comfortable moving to the next step, we will schedule a follow up appointment to gather additional data.


Step 2 - Financial Organizing

The second meeting is where the rubber meets the road. We roll up our sleeves to begin the process of collecting as much data as we can to help formulate your plan. We will provide a checklist of the items and data that we’ll need to create the most comprehensive plan.


Step 3 - Review Meeting and Investment Proposal

During the third meeting, we will provide you with the results of our analysis and review your plan. We will provide you with a comprehensive investment proposal, based on the findings of your review, for your consideration.

Once you are a client:

  1. We will implement your investment strategy and review it periodically
  2. You will receive regular updates and correspondence via e-mail, social media, and mail
  3. You will receive invitations to any educational seminars and client events
  4. You will have direct access to our team
  5. You will have an annual review to ensure that your investment strategy is still aligned with your goals and objectives

Explore your financial happiness... We can get you there!