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Our Process

Whether your financial objectives seem a long way away or are already a reality, today’s changing times require investors to think about the future today. Long-term planning requires analyzing your needs and wants and evaluating them according to what your financial situation will allow. Our process allows us to view your financial picture holistically and, acting as a fiduciary, we can help you plan a new beginning.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. The six-step process is:

  1. INTRODUCTION to our consulting process
  2. DISCOVERY and identification of your goals and risk tolerance
  3. PROPOSAL for your consideration
  4. IMPLEMENTATION of your investments
  5. 45-DAY REVIEW covering your investments and reporting
  6. PROGRESS MONITORING focused on your individual goals

Many people think that financial planning is a “one and done” event, but that’s not what true financial planning is about. True financial planning is a comprehensive, ongoing approach that starts with helping you define your goals, developing a well-designed plan to get you there, and tracking your progress along the way. Contact us today to get started.