OUR Planning Process
We partner with our clients to understand their needs and objectives. The planning process described below is designed to help you reach your goals and build financial security.
UNDERSTAND
UNDERSTAND
- Gain an understanding of your personal and financial circumstances.
- Acquire perspective on your history and feelings regarding money and finances.
- Determine what services we will provide and explain how this will make a difference in your life.
IDENTIFY & GATHER
- Gather information about your current finances. To help, we utilize financial planning software from Right Capital.
- Talk about your needs, priorities, and goals.
- Establish an understanding of your risk tolerance, exposure to longevity, economic, and health care risks.
ANALYZE
- Review the strengths and vulnerabilities of your current financial situation.
- Make projections on the health of your finances into the future.
DEVELOP
- We make recommendations to help you meet your goals and reduce risk, using our planning software from Right Capital. We use investment analysis software from Kwanti to aid allocation decisions.
- We explain the assumptions we used to develop your plan and offer alternatives for your consideration.
- We encourage you to provide feedback and ask questions about your financial plan.
IMPLEMENT
- Define the timeframe for making changes that we recommend and provide you with an action plan. Many of the suggestions we will be able to implement for you; other changes may require us to act as your coach and walk you through the process of making the changes.
- Work with your other advisors, such as accountants or attorneys, to make sure all parties are informed and in agreement with the suggested recommendations.
COLLABORATE
- Track your progress toward your goals.
- Adapt to any changes in your lifestyle, income, or goals.
- Encourage you to reach out to us whenever a financial concern arises where an objective resource would be beneficial. We believe that no financial decision should be made in a vacuum or without context as it relates to your entire financial plan.
UNDERSTAND
- Gain an understanding of your personal and financial circumstances.
- Acquire perspective on your history and feelings regarding money and finances.
- Determine what services we will provide and explain how this will make a difference in your life.
IDENTIFY & GATHER
- Gather information about your current finances. To help, we utilize financial planning software from Right Capital.
- Talk about your needs, priorities, and goals.
- Establish an understanding of your risk tolerance, exposure to longevity, economic, and health care risks.
ANALYZE
- Review the strengths and vulnerabilities of your current financial situation.
- Make projections on the health of your finances into the future.
DEVELOP
- We make recommendations to help you meet your goals and reduce risk, using our planning software from Right Capital. We use investment analysis software from Kwanti to aid allocation decisions.
- We explain the assumptions we used to develop your plan and offer alternatives for your consideration.
- We encourage you to provide feedback and ask questions about your financial plan.
IMPLEMENT
- Gather information about your current finances. To help, we utilize financial planning software from Right Capital.
- Talk about your needs, priorities, and goals.
- Establish an understanding of your risk tolerance, exposure to longevity, economic, and health care risks.
COLLABORATE
- Track your progress toward your goals.
- Adapt to any changes in your lifestyle, income, or goals.
- Encourage you to reach out to us whenever a financial concern arises where an objective resource would be beneficial. We believe that no financial decision should be made in a vacuum or without context as it relates to your entire financial plan.