How we work together
We believe in a transparent, step-by-step process to ensure you’re always in the loop and are confident in the decisions being made.
1. Getting Acquainted
Our focus is on understanding your unique financial goals and concerns to ensure we're the right fit for each other.
This is also an opportunity for us to explain our approach and how we work with clients.
Our aim is to build a strong foundation of understanding for a successful partnership.
2. Review Your Finances
Next, we'll take a look at your financial situation, including your assets, liabilities, income, debt, taxes, and insurance.
This helps us get a clear picture of where you are today.
We'll also set some clear, actionable goals to shape your custom financial plan.
3. Develop Your Plan
We'll take a close look at all the information and goals you've shared and use our cutting-edge software to create a financial plan just for you.
If needed, we'll team up with other experts like CPAs, attorneys, or insurance advisors to make sure we've covered all the bases.
Your plan will give you a clear picture of where you stand today and lay out the steps needed to help you reach your goals.
4. Review Your Plan
Next, we'll go through your custom financial plan together, making sure you get the reasons behind each recommendation and what steps to take.
You'll leave the meeting with a copy of your plan and a clear understanding of what comes next.
5. Implement Your Plan
In this step, we'll get to work putting your financial plan into action.
This is when we'll handle all the paperwork to officially get things rolling.
We'll guide you through each form and ensure everything is set up correctly so you can start making progress toward your goals.
6. Ongoing Advice & Support
Financial planning is an ongoing process, and we're here for you every step of the way.
We'll update your plan as life events occur and your goals evolve.
Regular check-ins ensure your plan stays on track, and we'll make adjustments to your investment portfolio as needed.
Let’s work together.
Interested in partnering with us?
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