Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will protect and grow wealth for you and your family.

We use a process to do this that is based on three key aspects of finances: protection, savings, and growth. We utilize a model that allows us to organize, analyze, strategize, and track your financial life by viewing all of your money decisions simultaneously.  Our goal is to make sure that everything in your financial life is integrated and coordinated.

The first step in our process is a complimentary meeting for you to learn about our firm and our process in greater detail, and will learn more about you and what you are trying to accomplish.  From there, if it is a mutual fit, we will give you a list of financial documents to gather which we will then put into our planning model.  We then begin the process of internal design, where we look to see how well each piece of your financial life is operating.  We then look at the model on a macroeconomic level and make sure that each piece is integrated and coordinated.  This is a fun and interactive piece of the process, where we will run various scenarios and learn their impact on your financial life in both the short and long term.

We will continue to work together on an ongoing basis to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.