Our Process Customized Financial Strategies For the Many Milestones in LifeIn 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:PlanningWe help you connect the pieces of your financial life, helping you: Gain a full picture of your financial situationGet organizedDiscover the possibilities for the futureLearn what the tradeoffs are in pursuing different goalsAnswer 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? ImplementingAfter 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 accountsAnalyzing investment changesDeveloping a plan to cover college costsExplaining your Social Security or pension strategyDeveloping a retirement income planFinding the best ways to pay for health care and long-term care Creating a succession plan for your assetsMonitoringThe 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!