Our Process Is Focused On Helping You Gain The Confidence You Need...
To work toward your dreams while we assess, monitor and update your financial plan as your life — and goals — evolve.
Along the way, we’ll coordinate with your tax, accounting, HR and legal advisors to help ensure all aspects of your financial picture are aligned and consistently supporting your vision for the future.
Throughout our process, we follow a five-step review checklist where we put all of our hands together to design a comprehensive, strategic approach to your financial affairs.
Our Process
STEP 1
ANALYZE
- Discuss goals and objectives
- Review factors impacting goals
- Gather financial data
STEP 2
STRATEGIZE
- Identify sources and risk tolerance
- Identify assets
- Identify time horizons
- Identify expected outcomes
STEP 3
FORMALIZE
- Define the strategy that is consistent with goals & objectives
- Ensure that the strategy is consistent with implementation & monitoring constraints
- Formalize the strategy in detail and communicate
STEP 4
IMPLEMENT
- Define the process for selecting key personnel to implement the strategy
- Define the process for selecting insurance and financial instruments to implement the strategy
- Ensure the insurance and financial instruments are consistent with objectives
step 5
MONITOR
- Prepare periodic reports that compare performance with objectives
- Review plan
- Make adjustments to the plan or strategy if needed