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Our Process

Our planning process is designed to help you put strategies in place that are aligned with your specific goals. The process begins with listening to you, analyzing your situation, circumstances, goals and objectives, and recommending strategies designed to meet your needs. Following the implementation of your plan, we seek to continually monitor your progress against established goals to help ensure you remain on track to pursuing your objectives.

Discovery

Through our comprehensive discovery process we seek to determine what matters most to you and your family.

Analysis

We will analyze your current situation and strategy, suggest solutions to potential problems and point out areas of opportunity. We will develop a comprehensive strategy and recommendations aligned with your goals and objectives.

Implementation

Based on your input, we will prioritize action steps and work closely with your other advisors (attorney, CPA, etc.) to implement your plan.

Ongoing Monitoring

Through ongoing monitoring of your strategies and investments, we will assess the need for adjustments as your needs and the financial markets change over time. We encourage you to meet with us regularly, at least annually, to review progress toward your goals and update us on any changes in your life that may impact your strategy. We are happy to meet with you whenever you have questions or concerns.

We apply our planning process across the full range of your personal and business wealth management needs, including: