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Our Process

1. Discovery

During the discovery process we want to learn about you. We listen to your goals, outline your objectives and determine what degree of risk you are comfortable with. We look to gather quantitative data, such as investment and insurance statements, tax returns, benefit plans, income statements, expenses, and existing estate structure information. It is important that we understand your past and present so that we can help you as you build a brighter and more secure future.

2. Analysis

We study your existing plan to see if it is properly structured to meet your stated goals. We then develop a draft analysis to help you understand the implications of your present planning and to identify inconsistencies that may exist between your current situation and your communicated goals and objectives.

3. Strategy

After methodical review of your current situation and needs, we offer a range of options that focus on your goals. Each plan anticipates opportunities and pitfalls, as well as addresses your specific needs. Recommendations are made comprehensively in the areas of:

  • Retirement Planning
  • Risk Management Assessment
  • Asset Allocation and Investment Strategies
  • Cash Flow Analysis
  • Survivorship Planning
  • Estate Analysis

4. Implementation

Once a plan that meets your specific goals and objectives has been identified, we will manage the implementation from A to Z to ensure purposeful execution.

5. Review

Your plan is not a one-time occurrence but rather an ongoing process. It is always active. We react to changes proactively and monitor it so that new developments in your personal situation and external conditions are reflected in ongoing maintenance and management ensuring your financial future is on track. This is accomplished through our scheduled quarterly reviews as well as our digital relationship management platform and eMoney, our cloud-based aggregating system.

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