How It Works
We have developed an efficient and effective way of creating and implementing financial plans. We utilize best-in-class technology and research combined with a collective knowledge of over four decades of experience in the financial services industry to help you manage your wealth.
WHAT IS FINANCIAL PLANNING?
Financial planning involves analyzing, developing, implementing, and monitoring financial decisions and integrating a plan into your entire financial picture to help guide you and your family to achieving your short, intermediate, and long-term goals. Generally, financial planning encompasses five branches of knowledge:
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Investment Planning,
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Retirement Savings & Income Planning,
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Income Tax Planning,
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Estate & Legacy Planning, and
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Insurance & Risk Management Planning
STEPS IN THE FINANCIAL PLANNING PROCESS
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Get To Know You Personally & Understand Where You Are Financially
In our initial meeting, we want to discover more about you. To get a better sense of your approach to your financial future, we talk through qualitative and quantitative aspects of your current circumstances to better help us steer you toward financial success. To get started, simply choose a time that works for you.
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Identify & Structure Goals
We like to discuss and review your goals and objectives at the beginning of the planning process. This allows us to prioritize your wants from your needs and craft reasonable, measurable goals and estimates.
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Analyze Your Current Plan & Assess Room For Alternatives
Using your goals as a roadmap, we distinguish the strengths from the areas for improvement in your existing plan. From there, we evaluate solutions that will complement your current strategies and discuss the effects of choosing an alternative course of action.
Develop Solutions Hand-Selected For Your Specialized Planning Needs
From here, we make prudent decisions together that get you closer to achieving your goals. We help prioritize the timeframe to attain those goals and discern whether plan items need to be implemented independently or in conjunction with one another.
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Collaborate and Implement Your Financial Plan
Identify products and services that best fit your plan. We discuss the basis for those recommendations and weigh various scenarios based on the implications of each decision.
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Monitor Progress & Update As Needed
Adapt the plan over time to meet your modified circumstances as the underlying assumptions of the plan change. As a living document, your plan will need to be monitored at appropriate intervals for your progress and discover new courses of action as your life changes.
