Broker Check

Our Process

Customized Financial Strategies For the Many Milestones in Life

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

We follow a defined planning process based on CFP® Professional Financial Planning Practice Standards, utilizing sophisticated analysis software and leveraging our experience working with clients in transition. This allows us to create customized solutions based on each individual's unique situation.  Our process includes:

Planning

We help you connect the pieces of your financial life, helping you: 

  • Gain a full picture of your financial situation
  • Get organized
  • Discover the possibilities for the future
  • Learn what the tradeoffs are in pursuing different goals
  • Answer the question: am I investing properly?
  • Answer the question: is my retirement income secure enough?
  • Find out if your investments can be more tax-efficient?

 Implementing

After developing a plan, we will not only tell you what to do, but we will help you do it. This could include: 

  • Brainstorming and exploring strategies and analyzing tactics
  • Designing recommendations about the best way to reach your goals
  • Consolidating accounts
  • Analyzing investment changes
  • Developing a plan to cover college costs
  • Explaining your Social Security or pension strategy
  • Developing a retirement income plan
  • Finding the best ways to pay for health care and long-term care
  • Creating a succession plan for your assets

Monitoring

The hardest part can often be monitoring and knowing when to make changes.  We will: 

  • Be watching your money even when you're not
  • Have periodic reviews
  • Re-evaluate when the "what-if's" happen
  • Make changes when necessary
  • Provide a voice of reason and calm amidst the storm of noise

Have a Question?

Name
Email
Question
Thank you! Oops!