Designing a financial plan involves understanding the financial and lifestyle goals of our clients. Our team will construct a strategy that aims to build and preserve wealth over the course of a lifetime. Retirement planning, education planning, tax and estate planning, and risk management services are elements of a financial plan. Our team has built a process that is designed to help you reach your goals and guide you along the path towards financial independence.
During our initial meeting, we make it a priority to get to know you and your family. We inquire about your financial position, make note of your challenges, and identify the key areas that are important to you and your financial future.
Once we’ve established a working relationship with you, we’ll begin collecting the important information we need to move forward with the planning process. These facts and figures will be analyzed by our team and will play a significant role in our recommendations.
As you share your goals and dreams, we incorporate your feedback into a plan, which serves as a model for your financial future. We evaluate your individual situation, summarize our recommendations, and itemize all the actions for your customized plan.
We create investment portfolios and risk management strategies to help you meet your individual goals. Periodically, we review this plan with you and help you work toward reaching your objectives, making any necessary adjustments along the way. We will work together to help you accomplish your goals.
Our job is not complete once we have established your financial plan. Ongoing communication is essential. We’ll keep you up to date on your portfolio and propose changes based on market performance. We will offer different strategies as circumstances evolve or life changes occur. We would like to meet with you face-to-face at least once a year and have periodic phone calls to keep the communication open. In addition, we collaborate with your other professionals, such as your CPA and estate planning attorney, in order to provide you with cohesive advice.