GETTING TO KNOW YOU:
The first step is simple: we will get to know you and learn about your financial journey. We’d like to learn a little bit about your history and what’s important to you.
DEFINING OBJECTIVES:
We'll first begin with a discussion of what’s most important for you moving forward. That starts with outlining your goals and understanding your time frame and risk tolerance for each. Whether it be retirement, educational savings for kids or grandkids, or the vision of having a vacation home for your family, it all starts with defining your goals.
ANALYSIS AND EDUCATION:
A key pillar to financial success is analyzing your current financial position. It is important to understand not only potential opportunities but also financial challenges. Utilizing industry leading goal-based financial planning software, MoneyGuidePro®, empowers us to navigate complex financial elements of our clients’ lives.
IMPLEMENT YOUR PLAN:
After developing personalized recommendations for each goal and thoroughly discussing the pros and cons of each, we’ll take steps to implement the strategies. This will outline what you need to do moving forward to put yourself in a position for success.
ONGOING REVIEW:
Once we’ve put your plan in motion, we’ll meet regularly to discuss your progress, life changes, and all other concerns that play a part in your financial success. Much like financial markets, seldom does life follow a straight path. Progress meetings are instrumental in working towards your goals and adapting to life’s changes over time. While you can connect whenever you need to via phone, virtual or in person, we’ll set up regular reviews that meet your needs whether annual or semi- annual.