We look at the big picture of your financial situation – assets, liabilities, cash flow, insurance coverage, estate plans and employer-provided benefits – before designing a customized plan for your future success. 

Step 1: Establishing and defining the client-planner relationship. We work alongside you to define the scope of engagement before any financial planning service is provided.

Step 2: Gather client data, including personal and financial objectives. We gather all necessary documents and establish goals before any recommendation is made.

Step 3: Analyzing and evaluating your financial status. We understand your financial situation and determine the appropriate actions needed to meet your objectives.

Step 4: Developing recommendations and/or alternatives. We present critical factors, including personal and economic assumptions, interdependence and recommendations, advantages and disadvantages, risks, and time sensitivity, so you can make a fully informed decision. We listen to your concerns and will revise your plan as appropriate.

Step 5: Implementing the financial plan recommendations. Our expert team then implements the agreed upon plan. We can also serve as a “coach,” coordinating the whole process with you and other professionals.

Step 6: Monitoring your financial progress. We keep a close eye on your progress and meet periodically to review and make proactive adjustments as needed.

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