PROCESS

We dive deep into your goals and objectives, your family history, and overall philosophy of what your money means to you. We gather as much information and data as we can to begin formulating your base plan.

1. Introductions

2. Data Gathering

3. Document and statement review

4. Data input using our state-of-the-art financial planning software

This will help crystalize your view and where you will be if you stay the current course. From here, we help you understand what changes (if any) need to be made and demonstrate the effect they will have on your future. We encourage you to brainstorm different scenarios such as retiring sooner/later or making large purchases. From this, we will make recommendations for any number of possible solutions to get you where you want to be.

1. Base Facts review of cash flow both in pre and post retirement

2. Build in different future scenarios – retirement dates, stress testing of portfolio, possible long-term health care events
   

Finally, we are ready to proceed to make the changes in your life that will help you accomplish your goals and objectives. This could include opening a wealth management account, adjusting retirement accounts, or completing a life insurance application. However, our work together will truly be just beginning. From this point on, we will meet regularly to review and discuss the progress or changes to your program that may be needed.