We want to get to know you. This stage involves a candidly casual phone or video call where one of our advisors will answer any questions you may have about us while beginning to initially understand your situation, needs and goals.
This stage takes the information from the initial conversation and dives deeper into your financial situation as we learn your assets, liabilities, income sources, expenses dependent needs and risk coverage. The more we learn here the more value we can provide throughout the planning process.
Analyze and Discover
We take everything we have learned from the first two stages and work directly with you to analyze your situation and develop a plan that is custom tailored to your short term and long term needs and goals.
This is where we put our plan to work. We implement any changes from your plan in order to best suit you moving forward.
Review and Update
Financial planning is not a one-and-done process. We constantly review and update your plan as your situation, needs, and goals change over time.