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Financial Planning Process

Financial Planning

We believe every relationship should start with a financial plan. Our 360° Process starts with getting to know you, your business, your goals and dreams. Only then can we begin to develop a roadmap that will provide you with the confidence to focus on what matters most, knowing that we are committed to keeping you on track by reviewing your benefit packages and retirement plans, ensuring you are saving in the most tax efficient vehicles to meet your short and long term goals. Click below to get started today!

Step 1: Understanding Your Cicumstances

Step 1: Understanding Your Cicumstances

We get to know you, your family, your risk tolerance, goals, and dreams.
You will share your employer benefits, insurance coverages, financial assets, liabilities, cash flow, expenses, and savings strategies. We review your current beneficiary elections, wills and trust documents.

Step 2: 

Step 2: 

Together we will identify and select goals for the financial plan based on the information gathered in step 1. We will work with you to prioritize your goals based on timing and importance.

Steps 3 & 4: Analyze current course and propose alternatives

Steps 3 & 4: Analyze current course and propose alternatives

We utilize planning tools Asset Map® and Money Guide Elite® to review and analyze your current situation and evaluate potential alternative courses of action that could improve your chances of a successful plan. We will narrow these actions down to the most impactful for your situation and present them to you.

Steps 5 & 6: Presentation and Implementation

Steps 5 & 6: Presentation and Implementation

We will present the financial plan reviewing your current financial situation and our recommendations on how best to achieve your goals. We will review and propose tax strategies to help you maximize your potential long-term portfolio growth. Once we have agreed on a direction, we will propose implementation strategies for the plan:

  • Update portfolio allocations
  • Update Savings Strategies
  • Review and Implement Tax Strategies with your CPA
  • Update Beneficiary Designations
  • Update Trusts, Wills, and Power of Attorney Docuements with your attorney


Step 7: Monitoring & Updating

Step 7: Monitoring & Updating

We will continue to meet regularly and review your plan and make changes and updates as needed. Your plan is a living and ever evolving document.

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