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Our Dynamic Process

Our dynamic financial planning process makes complex issues simple and understandable so you can make appropriate decisions and feel confident about your future. Our goal is to “get you all the way home,” not just today, but for the rest of your life.

1. Engage – Establish and define the client-advisor relationship.

We begin by discussing how we can work together to develop and implement your financial plan. We strive to understand your financial situation, but we also will help you define your goals.

2. Collect – Gather your information, including goals, feelings and expectations.

The more detailed information we learn, the more detailed and accurate your personal financial plan can be. We conduct a holistic audit of your current estate, investment and business situation. We develop a comprehensive financial condition model of your situation, including cash flow, tax-reduction strategies and estate distribution.

3. Analyze – Process and analyze to determine financial needs.

We identify gaps and opportunities between your current financial situation and your objectives, feelings and risk tolerance.

4. Design – Develop and present financial planning recommendations.

Based on your input and our analysis, we offer effective strategies and identify solutions that are an appropriate fit for your personal situation and are consistent with your objectives. This stage is one of the most important in our process because it is where the financial planning takes shape.

5. Implement – Implement the financial plan recommendations.

We present the specific recommendations that are designed to help toward meeting your needs, and discuss the pros, cons, risks and costs for each recommended alternative. This helps ensure that you will make an informed decision. Some aspects covered in this stage are:

6. Review – Review the financial plan recommendations.

Many factors can impact the viability of your financial plan in the future – a life event, unexpected expenses or income, a change in taxes, etc. We meet with you to check the status of the financial plan by comparing actual results to initial assumptions to determine if adjustments need to be made.