In the DISCOVERY phase we help you articulate your personal goals and create a Financial Vision for the future.
Using your Financial Vision as the basis for the plan, we then ANALYZE your current and future resources to clearly determine the likelihood of accomplishing your goals. Where appropriate, we’ll work closely with your tax and legal advisors to ensure a cohesive understanding of your situation.
We’ll then give you specific actionable RECOMMENDATIONS to efficiently pull your plan together making the best use of your resources with the appropriate investment, retirement, tax, education, and estate strategies.
When you IMPLEMENT the plan with us, we’ll clearly define what needs to be done and by whom, while creating a timeline for completion. We’ll consolidate your investments into a custom-designed asset allocation and investment strategy.
We then review your plan on an ongoing basis and meet with you at least once per year to MONITOR progress and make updates to your plan based on changes in your goals.