Our Planning

STEP

1

Identify


The more we know about you, your finances, and your goals, the better we can identify your needs and objectives.

STEP

2

Gather


We will work with you to understand the details of your financial picture.


STEP

3
Analysis


Through the information gathered, we'll analyze where you are and where you want to go.

STEP

4

Develop


We’ll map out a financial strategy plan based on your goals, time horizon, and risk tolerance.

STEP

5

Implement


We will put a plan in place and work with your other professionals to pursue your goals.


STEP

6
Review


Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Step 1 - Identify

Establish Objectives (Conversation)

The more we know about you, your finances, and your goals, the better we can identify your needs and objectives.

  • Listening to what is important to you, your family and legacy
  • Learning the values that shape your decisions and priorities
  • Identifying unique challenges and circumstances
  • Introducing our Philosophy, Plan and Process

Step 2 - Gather

Gather Data (Collect)

We will work with you to understand the details of your financial picture.

  • Determine risk tolerance
  • Gather data, documents and statements for analysis

Step 3 - Analysis

Analyze Data (Clarity)

Through the information gathered, we'll analyze where you are and where you want to go.

  • Analyze current investments
  • Discover where and how we can add value as your life unfolds

Step 4 - Develop

Set Strategy (Considerations)

We’ll map out a financial strategy plan based on your goals, time horizon, and risk tolerance.

  • Presentation of wealth management process
  • Discuss current and future investment approach
  • Disclosure of account fees, structure and access
  • Signatures and sign-ons

Step 5 - Implement

Implement Plan (Commitment)

We will put a plan in place and work with your other professionals to pursue your goals.

  • Transfer of existing assets
  • Alignment of investment solutions, service levels, type and frequency of communication
  • Responsibilities assigned
  • Personalized fInancial organizer
  • Online account tutorial
  • First statements and organization of paperwork
  • Review of communication agreement and service levels
  • Meet team members and “who to contact”

Step 6 - Review

Monitor (Confidence)

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

  • Monitoring progress towards goals
  • Discussion of future transitions
  • Updates to financial plan as your life unfolds
  • All contact notes updated in software
  • Value added service (friends)