We strive to exceed your expectations every day.
While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.
Our 5-Step Financial Planning Process
STEP 1: TAKING TIME TO GET TO KNOW EACH OTHER
We will learn about your financial situation, your personal and financial goals, and how comfortable you are with market risk before offering any advice.
STEP 2: ANALYZING DATA AND BUILDING THE FINANCIAL PLAN
We analyze the data (including your assets, debts, cashflow, current insurance coverage, investments and estate plan) to develop a plan to help you achieve your goals.
STEP 3: PRESENTING THE FINANCIAL PLAN AND RECOMMENDATIONS
We will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.
STEP 4: IMPLEMENTING THE FINANCIAL STRATEGY RECOMMENDATIONS
We work with you to agree upon how each recommendation should be carried out. Together, we may choose to have us carry out the recommendations for you or serve as a "coach", coordinating the process with you and other professionals such as your accountant and lawyer.