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Our Planning Process

 

We believe that when you have your financial life in order it is easier to relax and focus on the people and passions you care about most.

Whether we are working with you to develop long-term retirement, investment or tax strategies, our 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 strategies 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 to implement your plan.

Ongoing Monitoring

Through continual monitoring of your strategies and investments, we will assess the need for adjustments as your needs and the financial markets change over time. We will schedule regular reviews to help keep your strategies on track and meet with you whenever you have questions or concerns.

We seek to build a lasting foundation to support a lifetime of your financial goals that begins with seeking to protect and preserve your assets.

There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against loss.