You may be wondering, "What is your process and how will our relationship work?" The following aims to provide those answers. There is a dependable system to our process, and, when helping our clients pursue their goals, we keep a laser focus in adhering to it.
Our process involves:
- Establishing a Relationship With You
The goal is to get to know you. We will ask you to share your history, where you are now in life and where you want to be. We want to know your concerns and the specific goals that may be unique to you. Future decisions in the process will stem from this information.
- Gathering Data
We will identify your principal needs and work with you to prioritize both short- and long-term goals. At this stage, it is critical that we gather as much financial, insurance, budget, and personal information as we can obtain.
- Analyzing Your Current Situation
We will assess your current investments, insurance, and other financial assets, looking closely for gaps or inconsistencies. We will determine your progress toward your stated goals.
- Presenting a Roadmap
We will prepare and present a comprehensive financial road map that includes a detailed action plan to pursue your goals. We will revisit and update this plan at least annually.
- Implementing the Plan
After a consensus is reached, we begin to implement the specific recommendations of the plan coordinating with other professionals (CPAs, attorneys, and others) as needed.
- Ongoing Reviewing and Reporting
The final step in our wealth management process involves the ongoing monitoring of your progress towards your stated goals. In addition to our ongoing monitoring and monthly contact, on a regular basis we will meet face to face to present analysis and review of your financial assets to ensure we are on track.