Our Planning Process

We help our clients achieve their financial objectives by developing a comprehensive, personalized plan and work closely with them to monitor their plan over time. Although every client has unique financial circumstances, we follow a disciplined, six-step process to develop each client's personal financial plan:

Identify objectives

First, we develop a thorough understanding of our client's financial objectives and concerns. Focusing on these objectives effectively defines the ultimate purpose of our relationship.

Gather Information

Second, we guide our clients in completing a confidential financial profile in order to have an accurate picture of their present financial position.

Analysis

Third, we prepare a comprehensive analysis in order to accurately diagnose the most suitable financial strategies for our clients.

Recommendations

Fourth, we make specific written recommendations detailing the critical steps required to allocation and manage their financial assets and income to reach their short and long term goals.

Implementation

Fifth, we assist in completing the necessary tasks to transform the vision of each clients' financial plan into reality.

Review

Sixth, we meet with our clients on a regular basis to review their progress towards the overall achievement of their financial goals.