Our Process
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 what you value and where you want to go. This Financial DNA is the blueprint which is the foundation of any recommendation we may make.
Phase 2: HELP YOU GET FINANCIALY ORGAINZED
We will create your Personal Financial Homepage, which will allow you to view your entire financial life in one place. A complete, and aggregate picture of you.
Result: You will forever more know what you own, and what it's worth.
Phase 3: ANALYZE YOUR CURRENT FINANCIAL SITUATION
Next we review your personal financial situation and gauge where you are today relative to where you say you want to be in the future.
Result: We conduct a “Gap Analysis” to examine the differences between where you are today and what needs to be done to achieve your goals.
Phase 4: 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, prioritized plan in which we recommend specific financial strategies consistent with your short-, medium- and long-term goals.
Phase 5: 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 independence.
Phase 6: 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.