Discovery phase where we get to know you and the people who are important in your life. We aim to understand your goals, time horizon, risk tolerance, and need for liquidity.
Gather all qualitative and quantitative financial and personal data such as cash flows, brokerage statements, and retirement plan information.
Analyze and evaluate all of the data, documents, and financial information through sophisticated financial planning software.
Develop the Plan
Develop the long-term comprehensive plan including a formal investment policy statement (IPS) and strategic asset allocation.
Implement the Plan
Implement the recommendations of the plan by identifying and helping to select specific strategies, solutions, products, and services. In this stage, we will work closely with your other service providers and professionals.
Monitor the Plan
Constantly monitor and review the plan to make sure the client is on track to reach their targeted goals and objectives.
Throughout our financial planning process we aim to learn what is important to you and help you creaet a roadmap to achieve financial independence:
1. Discovery Phase: At no cost or obligation to you – we get to konw you and gain a better understanding of your financial and life goals, and you get to know us, our work product, and begin to build trust with our team.
2. Project Phase: Designed to educate you on the financial issues specific to your situation with personalized feedback that addresses the areas you are most concerned about.
3. Ongoing Management Phase: After we have done the heavy lifting of getting your financial world in order, we are there for you regardless of the planning issue giving our clients peace of mind as they ursue their goals and dreams.
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