Building out a comprehensive financial plan will serve as your “blueprint” or “road-map” for organizing and outlining your personal financial picture from point A (today) until point B (the end of your or your spouse’s life). Having a financial plan in place allows you to focus on your goals and objectives while understanding efficient ways to achieve them. Your plan will not only provide oversight on your investment portfolios, but it will also help identify opportunities in generating cash flow needs, tax planning, insurance opportunities, and estate planning.

Our Planning Process:

Step 1 > Evaluation Meeting to define your financial goals and objectives

What you have and what you need

It all begins with us listening carefully to understand your financial goals and objectives. We will work with you to outline and define your goals by (1) separating your needs from your wants (2) setting a clear and defined timeframe, and (3) making sure each goal is quantifiable and achievable.

Step 2 > Gather Data

Our team will work with you to gather the data needed to analyze your current financial picture by reviewing your income, assets, liabilities, insurance coverage, investment portfolios, tax exposure, and estate plan.

Step 3 > Prepare an Investment Plan

How to get there

Our team will build and present you with a detailed financial “blueprint” that is personally designed to help you achieve success as you’ve defined it. 

Step 4 > Implement Strategies

Activate your plan

The strategies that we develop together are implemented as we work towards achieving your goals in the most efficient capacity.

Step 5 > Monitor Plan and Review

Optimize to achieve goals

The financial planning process does not end once your plan has been created. Our team will conduct periodic reviews and provide ongoing plan monitoring to ensure your strategy remains in line with your objectives and adjustments are made as life changes occur.