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We aspire to play a guiding role in assisting our clients in growing, preserving and using their wealth to pursue their passions and lead more fulfilling lives.

Our Process

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Phase 1: IDENTIFY AND PRIORITIZE YOUR GOALS

Before we get down to crunching numbers, we ask questions and talk about the most important things in your life—family, business, community and leisure as well as any other aspects of your life that may help us to best understand your goals.

Result: We identify, understand and prioritize your most important goals. 

 

Phase 2: ANALYZE YOUR ASSETS

Based on our findings during Phase 1, we review your personal financial situation and gauge where you are now relative to your life goals and priorities.

Result: We conduct a “Gap Analysis” to examine the differences between where you are today and where you need to be to achieve your goals.

 

Phase 3: DEVELOP A CUSTOMIZED PLAN

Utilizing our findings from your Gap Analysis, we determine the best strategies to put you on the path towards your financial independence.

Result: We provide you with a customized written plan in which we recommend specific financial strategies consistent with your short-, medium- and long-term goals.

 

Phase 4: IMPLEMENT YOUR SPECIFIC PLAN

The most important part of any plan is in the execution of the steps which must be taken to put the plan to work.

Result: We work with you to initiate each of the specific strategies we have recommended, thereby beginning the journey toward pursuing your financial goals.



Phase 5: MONITOR AND ADJUST FOR SUCCESS

Life events, large or small, will impact the best laid plans. While many such events are beyond our control, responsible financial planning requires the ability to make adjustments for what has occurred.

Result: By utilizing WealthVisionSM, or state-of-the-art monitoring system, we continually work with you to make the most appropriate modifications to bring your financial plan back into alignment with your personal goals.