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Our Process

We Create A Plan For All Aspects Of Your Finances.

A Holistic Approach

Holistic is one of those words you hear a lot. But what does it actually mean when it comes to financial planning and wealth management? It means we create a plan for all aspects of your finances. Not just investments, not just estate planning — everything. Taxes, insurance, giving strategies, education planning, daily budgeting and more. Because in order to achieve your financial goals, you can’t just focus on investing or even saving. You have to look at the big picture and address all facets of your finances. Everything. That’s what holistic means.

For the sake of brevity, we’re going to explain how we work in three basic steps. But, the truth is, these steps are the starting point of what we see as a long, close relationship focused on helping you enjoy the special moments and life you’ve worked so hard for.

1Deep Dive into Your Financial Life

We say ‘financial life’ here because that’s what we’ll primarily be discussing. However, if you’re like most people, you can’t separate your life from your financial life. The two are completely intertwined. So, we’ll be discussing your finances but at the same time your goals, hopes, fears and, essentially, what you want out of life.

There will be details. Lots of details. During step one, which is usually a two-hour meeting, we’ll be piecing together your current financial situation to get a picture of where you are as well as where you want to be.

2Create a Holistic Financial Plan

Again, by holistic, we mean complete, total and comprehensive. Everything from daily spending to estate planning. We’ll create a plan to address it all. Then, of course, we’ll discuss and make any necessary changes before putting our plan into action. This is a collaborative exercise and we will work closely together to create a plan that suits your lifestyle today while preparing you for a rewarding tomorrow.

3Keep In Touch

By this we don’t mean we’ll meet annually. This means we’ll keep in regular, ongoing contact with you. To give you advice, information and guidance. But also because life changes. Jobs change, families change, finances change. No financial plan is set in stone. So we’ll always be available to make adjustments to your financial plan to keep you on track to reach your goals.