A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
So what are the steps?
01. Introductory Meeting
Our first meeting revolves around getting to know you. We want to understand what your experience as an investor has been and what goals you have for the future. We ask a lot of questions and expect the same from you! We want our relationship to be a partnership and that the services we offer match what you are looking for.
02. Planning Meeting
Our second meeting is when we present your customized financial plan. We will discuss your goals in more detail to ensure we understand your wishes, stress test for risks, such as longevity or bear markets, and provide you with our recommendations. We use Money Guide Pro for our planning and you will receive a custom link so you can review, stress test, or run new scenarios at any time.
After we make our recommendations, review your plan, and answer any questions, we will set up accounts and initiate any account consolidations that we can. We act as fiduciaries, which means your best interest and your personal financial goals are what drive our investment decisions. We do not have proprietary products and truly seek the best in class investments that will fit your risk tolerance and goals.
04. Ongoing Advice and Monitoring
Financial Planning isn’t a “once and done” event. Your goals and priorities will inevitably shift through time, which is why we are here to help you along the way. The only thing constant is change. As your trusted advisor, we will stay on top of industry changes, market trends, and other factors that impact your financial lives to produce better outcomes. We proactively service our clients and welcome any communication from them.