It Starts With You
Beyond the Numbers
In the complex world of finance, it’s easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there?
Your "Why" Matters
We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your "why" is just as important as the "how". Once we've established your goals, we'll develop a personalized plan designed to address your needs, wants, and lifestyle.
A Lifelong Partnership
Beyond your initial plan, we're here to provide guidance for all aspects of your financial picture. By working together to help improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.
So what are the steps?
Our process begins with getting to know you and your goals — then we build a plan that evolves as your life changes.
1. Get to know you call
A quick conversation to learn what prompted you to reach out, what you’re working toward, and whether it makes sense to move forward.
2. Introductory Meeting
In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
3. Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
4. Detailed Planning
Now that we have a foundation, we can deliver an easy-to-follow roadmap that can guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to address potential obstacles. Your plan will also aim to optimize returns via a solid, tax-efficient portfolio.
5. Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.
Have questions or ready to start?
Schedule a call to get answers and build your roadmap, or see who we typically serve.
