Our Financial Planning Process
Rather than addressing only one or two areas of your financial picture, we focus on building a cohesive and integrated plan that will guide you on your journey towards achieving your current and future goals. Our style of financial planning isn’t just a plan for your money – it is a plan for your life. Our conversations will always center around your life, your priorities, and your family. We tailor your plan from a range of financial options using multiple strategies designed specifically to help you reach your goals.
STEP 1
Introduction and Discovery
STEP 2
Identify and Review Goals
STEP 3
Create a Personalized Financial Plan
STEP 4
Implement and adjust appropriate strategies
STEP 5
Monitor environment and results and review progress
The traditional retirement path is no longer sustainable or desirable due to three factors:
1 Fewer company pensions
2 Social programs facing funding challenges
3 Longevity
The course to a happy and fulfilled retirement has evolved and we are redesigning retirement to fit your individual needs and wants, based on where you are in life.