Process

When you set up a meeting with one of our advisors, what can you expect?

We Simplify and Streamline the Seemingly Infinite and Convoluted Web of Financial Services.

Our process follows a simple four-point plan.

Discovery & Financial Organization

We take a look at where your finances currently stand. We want to get an idea of your goals, what you find most important for your financial future, where your current investments stand, your debt and income. With this, we will start getting you organized as well as sketching out the roadmap for your future.

Recommendations and Risk Assessment

We obsess over every aspect of your financial life then deliver a comprehensive yet clear, measurable, and tailored solution that addresses your individual needs. We also work with you through every step, showing you our work and how we came to our recommendations. We are more than happy to talk in-depth about any aspect of your financial roadmap.

Our advisors start making recommendations about what steps you can take to secure your future. This includes planning for your retirement, reducing stress about your future after you retire from your career. It also can include deciding how to allocate your assets to help promote the greatest growth possible. We also discuss any risks that can hinder your goals, such as job loss, unexpected death, and illness. Risks that manifest can quickly derail financial security, and we want to avoid a situation where you find yourself financially adrift.

Implementation

Once we agree on a roadmap, our advisors start working to implement that roadmap. They move forward with the agreed-upon strategies and monitor them as they take hold. Some people may find this tedious as it takes time, but our advisors communicate with you throughout, so you know what’s happening when. This is where we stand apart from our competitors as you are never in the dark during this stage.

Review and Maintenance

Our services evolve as you and your life change, but the underlying structure and support you receive remains constant. We are also constantly looking to see what we could be doing better for your financial needs. We’re not happy to sit still.

Once the financial plan is implemented, we set up meetings with our clients on a quarterly, semi-annual, or annual basis to keep you informed of what is happening with your roadmap. We also keep an eye on what is happening and adjust strategies when needed. Think of your financial life as a sports team. We are the general manager hired to help ensure the best result possible on the field, while you as the owner get to sit back and enjoying watching your team succeed.

Proactive and vigilant, we work to anticipate all matters potentially affecting your financial life. If you have to ask for something, we need to work harder. We do the worrying so you can relax and enjoy the life you deserve.