OUR PROCESS
Despite your best attempts, life does what it wants. It’s unscripted and messy. That’s why when it comes to safeguarding your true wealth; you need a process that is both flexible and resilient to all the unique surprises life has in store for you.
The Ideal Client
Unlike many firms, we don’t screen potential clients based on net worth. We look for a good fit. It’s part of our process to know each and every one of our clients at a personal level, to understand their livelihoods and willingness to develop a plan that works for him or her.
Goal Identification
When you first contact us, we will schedule an initial appointment for a confidential, in-depth, get-to-know-you conversation. We will discuss your current financial situation and long-term goals including what is important to you, your life’s priorities, areas of concern and joys. In addition to be fiscally sound, a successful financial plan must be congruent with all facets of your life.
Plan Development
Your aspirations and lifestyle are overlaid on the reality of your financial well-being. Do you know where everything is and what everything is worth?
We work with you, side-by-side, to catalogue each of your fiscal investments (mutual funds, retirement accounts, bank accounts, debts, health savings accounts, education savings accounts, life insurance, etc.) into your personal, easy-to-use comprehensive financial website on a private and secure location. These preparations allow us to map how you can reach your goals and visualize potential future outcomes. Your Personal Financial Website lets you track your progress at your convenience.
Strategy Selection & Tactics
Think of your plan as a roadmap for where you want to go. The strategies are the details of how you make it happen. Once we know who you are we can better assess your overall financial health and comfort levels for taking risk. At this point we can make specific recommendations and outline comprehensive tactics that can help keep you on the road to protecting your true wealth.
• Impact Social Security and Medicare may have on your retirement.
• Employer-sponsored retirement plans.
• Retirement income generation.
• Estate considerations.
• Risk assessment and insurance needs.
Ongoing Communication
Our process includes full transparency with compensation and a family practice approach. What does that mean? Expect proactive but respectful communications from us in the format that works best for you – in person, over the phone, email, or mailings. You’ll be invited to our client-focused events like workshops, lectures, and parties. Anticipate regular updates on what is happening in the markets and what that means for people in the street. If you need advice on ancillary services (e.g. elder care, accountants, legal, insurance) we’ll turn to our Relationship Portfolio to connect you to other service providers. We want you to feel genuinely at home anytime you are in our office.
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