The first step of our process begins with an initial consultation with members of our advisor group. In this meeting, you will quickly find our intentions are clear - we'd like to get to know you and your situation. We ask questions and listen attentively. We seek to not only gain an understanding of your risk tolerance and assets, but also, and as importantly, a deeper knowledge of your goals and dreams. Our goal is to help you reach your goals through the proper use of life planning and implementation.
Furthermore, we believe it's equally as important for you to know who we are, what our firm stands for, and what makes us unique. Our meeting also allows us to assess if there is a mutually beneficial fit.
The next step of our process involves information gathering. We will ask you to provide all of the relevant information that supports your financial picture (account statements, insurance policies, budget, etc.). Once compiled, we conduct an in-depth analysis of your current financial situation. Our approach is uniquely simple:
Identify obstacles and opportunities.
Construct a customized plan.
A presentation of our findings ensues, where we clearly explain the specifics of each strategy and all implications involved. We encourage a collaborative process and solicit your input. It is our goal is to ensure you fully understand each component of the adopted plan.
This step is where the wheels are set in motion. While the majority of this process occurs in the background, we coordinate with all parties involved to address and resolve any issues. Our goal is to make the transition simple for you, while keeping you informed. Through our unique experience, we know what it takes and we work diligently to ensure a seamless transition takes place and all strategies are implemented efficiently.
Once your plan is in place, we closely monitor each component and track the progress within the overall plan. When things change in life, as they always do, we are here to provide guidance and advice along the way - whether by phone, email, or a face to face consultation. Ultimately, it is our goal to ensure you are on the right path to not only accomplish your financial goals but more importantly to live out your dreams.
The way we work with our clients is an ongoing, full circle process. We truly enjoy and appreciate the personal relationships we have built with our clients. We become your partner in prosperity.