Financial planning is a process, not an event. We start each new client’s financial journey by seeking to better understand his or her wants, needs, and wishes. We then build an investment portfolio around these financial goals, encouraging regular reviews for updates and adjustments to the plan.
We clarify and formulate your financial dreams, goals and objectives, and discuss dollar amounts and time frames.
We gather and review your financial data.
We analyze the gathered data and begin running projections for your financial plan.
With your input, we develop recommendations and alternatives for your future.
We guide implementation of your financial plan and partner with you in long-term management of your investment portfolio.
We review your goals and progress, and guide future changes.