Our Financial Planning Process
The road to financial independence begins with a thorough and objective analysis of how your current finances stack up against your wealth management goals and objectives.
Identify and Prioritize
The first step in the wealth planning process is to determine your current situation and identify and prioritize your objectives. With a complete picture, your financial planning advisors will be able to generate more effective financial planning advice and wealth management options. Once we have the financial analysis and recommendations completed, we will schedule our next appointment, which typically takes 60 to 90 minutes.
Analyze and Implement
Comprehensive financial planning is based not only on developing a sound analysis and implementation plan, but also on thorough, consistent monitoring and course-correcting for ongoing changes in your financial situation. As experienced financial planners we are always able to assist you in coping with any fluctuations, life changes, or challenges you may encounter on your path to pursuing financial independence.
Review and Adjust
We suggest a minimum of semiannual meetings to review, modify and make any necessary adjustments to your financial plan and investments. Our complimentary semi-annual review appointments are a core part of our wealth management services, emphasizing a commitment to service and independent financial planning advice.