Our Wealth Advisory Process
Achieving your goals doesn’t just happen – it takes careful planning and execution.
- To attain your family’s goals, our team will work with you to identify what you need to know - where you are today, where you want to go, how you are going to get there and what you are prepared to do to make sure you reach them. Many financial planning decisions will have a major impact on you as well as your family members.
- Your full personal financial plan starts with a review of your current financial position, including Net Worth and Cash Flow Statements, and moves on to an analysis of your investment, retirement and estate planning issues. If applicable, disability and education planning issues must also be considered.
- Once the review is complete using our sophisticated planning software, we will provide you with a comprehensive planning document from which you will be able to identify action items and help you set your financial planning priorities. We will also determine whether you will need to meet with other professionals, such as an insurance specialist or estate lawyer, in order to implement your plan.
- Once implemented, your financial plan should be reviewed regularly and whenever there is a significant change in your circumstances.
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