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Our Process

It all starts with understanding who you are and what really matters to you. 

We follow a defined planning process based on CFP(®) Financial Planning Practice Standards, utilizing sophisticated analysis software and leveraging our experience working with clients in transition.  This allows us to create customized investment solutions based on each individual's unique situation.  

Planning

We help you connect the pieces of your financial life, helping you discover: 

  • What's next in my life?
  • What do I need and what do I want?
  • Am I investing properly?
  • Is my retirement income secure enough?
  • Will I outlive my savings?
  • What about the what if's? 

 

 

Implementing

After developing a plan, we will not only tell you what to do, but we will help you do it. This could include: 

  • Investment changes
  • Defined withdrawal plan
  • Consolidating accounts
  • Social Security or pension strategy
  • Creating a succession plan for your assets

 

Monitoring

The hardest part can often be monitoring and knowing when to make changes.  We will: 

  • Be watching your money even when you're not
  • Have periodic reviews
  • Benchmark your progress
  • Re-evaluate when the "what-if's" happen
  • Make changes when necessary
  • Provide a voice of reason and calm amidst the storm of noise.