Our Approach to your Personalized Plan
We adhere to a client-centric approach, guided by the milestones that we create together. Our process has been meticulously designed to serve as a roadmap for identifying your unique needs, executing a tailored strategy, and vigilantly monitoring its progress to ensure you remain firmly on course. Through this structured and collaborative methodology, we aim not only to meet your immediate financial goals but also to facilitate your long-term financial success.
DISCOVERY. We begin by talking about the things that are most important to you- family, hobbies, community, work life etc. We’ll ask lot of questions about what you’re feeling, thinking, worried about ad hoping for. We’ll examine your experiences with money and what you’ve accomplished so far. All of this helps us gain deep understanding of your financial situation and your goals.
PLANNING. Based on what we learn, we’ll assess your unique situation, gauge where you are now relative to your goals and priorities and begin the process of filling in the gaps. We’ll prepare an analysis of your finances, develop customized strategies, and offer recommendations for a framework to address your future needs and desires.
SOLUTIONS. One benefit of holistic planning is that it offers a comprehensive view of all areas of your financial life. We’ll offer specific solutions and help you choose the tools (stocks, bonds, mutual funds, insurance etc) to address each of your specific goals. We’ll help develop and implement an action plan and get started.
MONITORING. When you make plans, life often gets in the way. That’s why it’s important to monitor your plan and incorporate tracking to ensure it remains on target. We’ll help you plan for the unexpected, anticipate change, and adjust your plans over time, if necessary.
Things that clients may also need to consider include:
- Purchase of a second home.
- Funding for education expenses.
- Long Term Care.
- Life Insurance Review or Implementation.