Our Process
ORGANIZE
The first step to developing your financial plan is getting organized. You’ll connect all of your financial accounts to your personal financial dashboard. This will provide a complete and up-to-date view of your current financial situation. We’ll define your planning goals and evaluate where you are relative to those goals.
Retirement
Education
Home Improvement
Travel
Start a Business
EXPLORE
Once your current financial position is organized we can begin evaluating options for achieving your goals. We will illustrate the impact that each financial decision you make has on your overall plan. This allows you to make better informed decisions.
We will also stress-test your plan to evaluate any risks you may encounter along the way. We will provide recommendations for:
Managing Cash Flow
Savings
Investment Allocation
Insurance
Tax Minimization Strategies
Estate Planning
EXECUTE
Now that we’ve evaluated your options for achieving your financial goals, we’ll define and prioritize your action plan.
Investment Allocation, Optimization, & Management
Insurance Planning
Estate Plan Coordination
Tax Planning
You can take our recommendations and implement them on your own, or you can hire us to help.