Our Process & Philosophy
Our Process
We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course.
- Assess your needs and finances – We ask you to complete a confidential personal profile to allow us to gain a deep understanding of your current financial situation and goals
- Prepare your plan – We provide a detailed analysis of your finances, develop a variety of customized strategies, and offer recommendations to address your future needs
- Implementing and Monitoring your strategy – Once you select the best approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your situation and making adjustments, when necessary
Contact us today to find out more about our financial planning process and learn how a sound financial plan can help you pursue your goals.
Our Philosophy
Our philosophy is simple. We want to get to know you in seeking to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to help you address them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will work with you to make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in seeking to provide you with the best financial advice for your particular situation.
