Your plan should be the foundation of your financial decision-making; providing you with a broad perspective, confidence and a clear path to achieving these goals throughout life’s stages.
WE WILL WORK TOGETHER TO FIND ANSWERS TO KEY QUESTIONS SUCH AS:
- What need are you solving for?
- How confident can you be in your ability to meet your goals?
- How can you optimize the growth and ultimate distribution of your money to those you care most about?
- How do everyday decisions impact the integrated pieces of your overall financial picture?
Determining Your Needs
Our process begins with listening to you and guiding you to define your goals, values and dreams. Our job is to develop and assist you with implementing effective strategies to move you in the direction of these objectives. We proactively educate and advise you, so you are best able to adapt to life’s unanticipated changes. Each of our client’s planning experiences is unique and ever-changing. We understand that your life is busy and that your time is limited. Therefore, it is our goal to provide you with the confidence to focus your energy on what you value most.
- Assess your current financial situation
- Identify your priorities and concerns
- Determine next step:
- Focused Needs Analysis OR
- Comprehensive Financial Planning
- Gather information and establish priorities
- Identify your risk tolerance and investment profile
- Analyze your data
- Review the results of your focused needs analysis OR Discuss the outcome at delivery of your financial plan
- Discuss priorities and timing of steps
- Discuss general strategies that align with your planning needs and priorities
- Review planning or needs analysis outcomes
- Present and discuss specific suitable product and service recommendations
- Develop an implementation strategy that aligns with your priorities
- Review planning or needs analysis objective
- Review progress and results of implemented strategies
- Discuss changes in priorities and circumstances
- Access necessary changes or next steps in implementation priorities
1. DISCOVERY
- Assess your current financial situation
- Identify your priorities and concerns
- Determine next step:
- Focused Needs Analysis OR
- Comprehensive Financial Planning
- Focused Needs Analysis OR
2. PROFILE
- Gather information and establish priorities
- Identify your risk tolerance and investment profile
- Analyze your data
3. STRATEGY
- Review the results of your focused needs analysis OR Discuss the outcome of
- Discuss priorities and timing of steps
- Discuss general strategies that align with your planning needs and priorities
4. ACTION
- Review planning or needs analysis outcomes
- Present and discuss specific suitable product and service solutions
- Develop an implementation strategy that aligns with your priorities
5. REVIEW
- Review planning or needs analysis objective
- Review progress and results of implemented strategies
- Discuss changes in priorities and circumstances
- Access necessary changes or next steps in implementation priorities
Asset Map: See Your Financial Life on One Page
We help you gain a full financial picture to make timely, informed decisions about what matters most to you. Learn more about asset map and how it helps you make smarter financial decisions.
