OUR APPROACH
When we work together, our primary goal is to help you achieve balance. We believe your financial journey is like a scenic road trip, and you should enjoy every part of that journey–not just the destination. We walk every step with you, and we’re there to offer wise counsel, personal support, and strategic insight to help you stay on the path to your goals as you absorb the joy of the present. Every person has unique needs and goals, but in general, we adhere to the following process to help you maximize your financial journey:
DISCOVERY
Our first meeting is all about getting to know you. We discuss your desires, dreams, hopes, fears, and what you want your future to look like. We’ll review some basic financial concepts and help you articulate your goals as they relate to your wealth. We’ll also conduct a financial analysis and create a budget so we can better understand your current situation.
DEVELOPMENT
Once we have the information we need, we’ll create a comprehensive agenda that outlines steps and strategies to help you achieve your goals. We’ll show you how each strategy plays out in a hypothetical scenario, and you’ll have the opportunity to ask questions and fine-tune your financial roadmap until you’re comfortable with it. This process might require one meeting or three, depending on your situation.
IMPLEMENTATION
From there, we become a lifelong financial partner. We help you implement your strategies and provide guidance when life changes. We make a point to review your financial roadmap annually, but you can meet with us, adjust your goals, and update your strategies as often as you like. Our hope is that you turn to us whenever you have a question or concern about your financial world. We’ll be there to offer feedback, test your options, and help you decide which direction is best for you.
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