PROCESS
Our firm takes a comprehensive approach to financial planning and creates a customized plan that shows where the gaps are and how to fix them. We first listen to our clients to understand their unique goals and get a snapshot of their current financial picture. We then analyze this snapshot from 27 perspectives along the Protection, Savings, and Growth continuum, which allows us not only to spot deficiencies, but to prioritize any resulting recommendations as well.
Our ultimate goal is to help build a moat around our clients’ financial castle, and we’ll work alongside them to systematically check and test that moat, particularly when major life events occur.
Steps in our Financial Planning Process
1 Set goals with the client and establish scope of the relationship.
2 Gather relevant quantitative and qualitative data from the client.
3 Analyze the information from a variety of financial perspectives.
4 Construct a financial plan, communicate it with client, and obtain feedback.
5 Implement any necessary actionable items.
6 Monitor the implementation and review/amend the plan as needed.