Our Financial Planning Process

Planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future. Our approach is a comprehensive financial planning approach that includes a breadth of services to meet your needs.

The planning process we engage in is not a once in a lifetime event.  It evolves over time, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider.  It is customized to your objectives, priorities, and values.  It is comprehensive and integrated, capable of addressing a wide range of financial circumstances and concerns.

The financial planning experience progresses through four main stages:

Discovery – To create a clear financial picture
          Here we establish our client-planner relationship and gather client data and goals       
Planning – To analyze your goals and resources
          Here we analyze and evaluate our client’s current financial status
Solutions – To develop strategies and prioritize actions
          Here we present recommendations and alternatives, and
          implement recommendations based on client approval
Monitoring – To update your financial picture and revise the plan
          Here we track and monitor progress using advanced technologies
Each of these steps are updated on an quarterly basis and summarized in your Quarterly and Annual Financial Update Reports.
For more information on the Financial Planning Process click here.