Discuss your goals & values
Address your questions
Review our process and explore working with our advisory practice
Establish your financial baseline
Set up your Personal Financial Website
Collect critical statements, documents, etc.
Develop concrete financial goals
Build your plan
Establish your risk number and appropriate investment strategy for your goals
Confirm plan action items
Review & track goal progress
Monitor & report on investments
Adjust plan as "life happens"
STEP 1: ORGANIZE
"A place for everything, and everything in it's place" - Benjamin Franklin
Just like any journey in life, in order to get where you want to be, it’s critical to know where you’re starting from. Your journey towards financial success is no different. We start out by working with our clients to help them get organized in each key area of personal finance, from retirement and college to insurance and estate planning.
And while the idea of undertaking this task may seem daunting at first, we leverage the latest tools and technology to simplify this process so you can go from getting organized, to taking action as easily and efficiently as possible.
MEET YOUR PERSONAL FINANCIAL WEBSITE
Seamlessly and securely connect all your accounts for a consolidated view.
See if you're on target to reach important financial goals, like college and retirement
Set budgets, categorize transactions, and keep track of how much you're spending and where.
Interactive charts to provide you with increased visibility into your accounts.
STEP 2: PLAN
"A goal without a plan is just a wish" - Antoine de Saint-Exupery
Life happens, and the decisions made during times of transition can often be the most critical ones. Having a comprehensive financial plan in place will help you navigate life's expected, and unexpected changes so you can rest easy, and make the best decisions possible to keep your goals on track.
We take time to understand your family, its goals, and every aspect of your finances, so that we can effectively guide you in making these critical decisions. In fact, professional financial advice can add up to 3% to investment returns over time, according to a recent study.
STEP 3: IMPLEMENT
"The future depends on what you do today" - Ghandi
With your financial fitness, much like physical fitness, the first step is often the hardest. We help you lay out a simple, clear plan of action so that taking that first step is as easy as possible.
Think of us as your personal trainer, just for your finances. There to educate you on the most efficient steps to take to reach your goals, while also helping to ensure those steps are taken to keep you on the path to success.
Financial planning, much like life, is constantly changing, and a good plan should change with it. We work with you to regularly monitor and adjust your plan as life changes so that you stay on track towards your goals through all of life's transitions. Have you or your family gone through any of these transitions?
Got married or divorced?
Planning for college?
Added to the family?
Need a budget?
Invested in your 401k?
Considering a new business?
Need a will/trust?
Received an inheritance?
Trying to determine which insurance is right for you?