Intro and Discovery
The importance of us being good listeners and hearing from you is paramount. We want to get to know you, and understand what makes you tick. Every person’s situation is unique. We acknowledge and appreciate this fact while desiring to help quantify your values and objectives.
Data Collection
This part of our process is a time for us to gain a better understanding and take a deeper dive into your financial outlook. We talk through all aspects of this with you, documenting your situation in an orderly fashion. Most importantly, we will clearly define your goals and needs. These will be targeted for you as we build a plan specifically tailored to your objectives.
Analysis and Design
Our responsibility to you includes constructing a fluid plan with alternatives based on the information and objectives we gathered from you in the data-collection phase. If necessary, we will work hand- in- hand with your tax and legal advisors to insure continuity and cooperation for the benefit of you and your plan. We understand that life changes. Being flexible enough to navigate effectively through what can be challenging times is important.
Implementation
Once we have sharpened and corporately concluded the design of your plan, we will make recommendations for implementation as they relate to the planning structure. We will do our best in taking initiative to help you execute this process in the most efficient and cost-effective manner possible.
Ongoing Management & Review
We desire long-term relationships. To one degree or another, unforeseen challenges are inevitable. Our goal is for our clients to have confidence that their best interests are on the forefront of everything we do for them. Proper monitoring and reporting of where we are in the life cycle of the goals and objectives we set out is necessary to keep your plan on track.