We start with an in depth conversation that we call - DISCOVERY. This is the most important, and often times, the most fun we have in the process of planning. We get to know about you and how you view the world. It is important for us to understand as much about you and your needs as possible so that we can build a plan that is truly built for you.
Why Do We Start With A Plan?
Just as you wouldn't build a house without a blueprint, or go on a long trip without a roadmap or GPS, we don't believe in building an investment portfolio without a financial plan.
Where You Stand
We start by taking stock of your current situation, including assets, liabilities and income. And we get acquainted with your values, family dynamics and other intangibles in order to help us serve you as a person, not a number.
Where You're Headed
We then work with you to gain a clear understanding of what you’d like to accomplish. For most clients, this means translating financial success into security, freedom and fulfillment. We help clients to plan for retirement on their terms. To provide education funding and other support for loved ones. To give back to the community and create an impactful legacy.
How You'll Get There
Whatever your goals, we help you to align, protect and grow your wealth in order to achieve them within your necessary timeframe. Using all the information you’ve provided about where you stand and where you’re headed, we craft a custom plan (blueprint) and help you implement it. Over time, we review your progress, make sure you remain on track, and help to make course corrections whenever needed. If your situation or goals change, you can be sure we’ll be right there to help.