In today’s complex financial landscape, we are committed to guiding and educating you. Our approach focuses on understanding what matters most to you, developing tailored recommendations, and holding you accountable for taking the disciplined steps toward your financial goals. We build relationships based on trust, respect, and open communication.
Steps In The Process Include….
Step 1
Discovery
Our discovery process involves thoughtful questions to uncover the values driving your financial decisions. We’ll explore your relationship with money to help ensure that your values shape your financial strategy.
Step 2
Gather
You’ll complete a data-gathering assignment that outlines your current financial situation including income, expenses, and a document checklist. A risk tolerance survey will help us understand your investment experience and emotional approach to financial decisions.
Step 3
Analyze and Design
Using the gathered information, we’ll analyze your financial situation with advanced planning tools. We’ll identify areas that need reinforcement and recommend tax-efficient strategies and products to support your goals.
Step 4
Presentation
We will summarize our initial conversations to confirm accuracy and present your financial plan. This includes a Net Worth statement, risk assessments, and a detailed roadmap of prioritized action steps to move forward.
Step 5
Implementation
We will meet to discuss the recommended action steps and product strategies. This process evolves over time as your life changes, helping to ensure continuous alignment with your goals.
Step 6
Monitor and Review
Your financial plan will be regularly updated as life evolves. We will schedule reviews to discuss changes in your health, income and goals. At each review, well assess your Net Worth, Cash Flow, and progress on the action steps.
Ready to Get Started?
If you believe this process would be of benefit to you, please give our office a call at (616) 451-2270.