Wealth Planning Process


We create lasting, meaningful relationships that impact our clients, their families, and their friends.
Financial Advisor meeting with clients

1. Getting Acquainted

Our initial meeting takes around 30 to 45 minutes. In this meeting we learn about your life, family, and career. Then we clarify priorities, goals, and expectations. We provide a detailed overview of how we collaborate with you. Additionally, we give you the opportunity to ask any questions you might have.

After this conversation, we each take time to review our meeting and decide whether it makes sense for us to work together.
Couple reviewing information on tablet

2. Develop Your Approach

Next, we get to work analyzing the details of your financial life. This encompasses your entire financial picture including priorities, revenue, income sources, expenditures, tax planning, legacy planning, beneficiary designations, and potential collaboration with other professionals. We will complete a thorough investment analysis and risk assessment and begin to clarify your goals and vision. Utilizing a process-based approach allows us to introduce potential strategies you should consider.
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3. Implementing Improvements

Together we begin making the choices necessary to implement your personalized strategy. Using our in-depth planning tools, we’ll build your plan and map a financial course to your future. Whether you are in accumulation or decumulation, or believe in passive or active investing, our team will explore the details with you; costs, options, as well as why we are making recommendations
family on beach

4. Communication & Adjustments

Once your plan is in motion, you’ll be able to focus on where you’re headed, and feel confident about the future knowing all your financial pieces are in place. As part of our Wealth Planning Process, we continue to communicate with you. To help give the highest probability of success we meet with you for Tactical Strategy Reviews (TSR), in which we perform detailed assessments of your investments, and work to update and improve your plan. Utilizing our process helps keep your plans on track and addresses life changes as effectively as possible. Most importantly, we are readily available to impact our clients, their families, and their friends.