The Planning Process
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Step 1: The Initial Engagement
Building out your financial plan
As your financial guide, we need to have a clear understanding of your financial life. Understanding your experience with money management will be important before we can make sound recommendations in your financial planning.
We gain this understanding through the process of creating your financial plan in tune with your unique circumstances, goals, values, risk tolerance and time frame. The financial plan we create with you guides everything we do for every stage of your life.
Step 2: Selecting An Ongoing
Engagement Service Package
Since we now have a clear understanding of your financial situation and goals, we will select which one of our Ongoing Engagement Service packages will work best:
Quick Start Wealth Management or Comprehensive Wealth Management.
Investment management is included in both of our ongoing package plans. Below is an outline of what is included with each service package.
As a part of your Ongoing Engagement Service financial plan development, we review your goals and objectives to ensure you are on track and that we are providing proactive service to help you reach those goals by incorporating the following project based services:
Project Based Services
Just want to tackle one or a few of your financial challenges?
For a nominal fee, we can guide you on any of the financial facets in your life.
Where's my money going?
We'll dive into what you have coming in, what's going out, and where it's going.
Work vs. Pleasure
We look at your short and mid term goals for family and fun. This can include vacations, college, house projects, and more.
Wills & Trusts
Do you have one?
When was it last reviewed?
Is it sufficient under new tax laws?
Never too late to start
We will help you develop a strategy so you can properly enjoy retirement.
Break the chains of debt
Let's pay down your debt from credit cards, student loans, mortgages, and car payments
Have your money
work for you
We will review and strategize your current investments and asset allocation portfolio.
Are you prepared?
Having the adequate life, home, accidental, and other insurances will prepare you for the unexpected.
Dealing with Uncle Sam
Our unique strategy will minimize your taxes to give you every benefit possible under the IRS.
Giving Back
Not only can donating funds to charity warm your heart, it can also help lessen the amount on your tax bill.
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The more you learn, the more you can earn
Whether it is for yourself, kids, or grandkids, minimize the need for student loans by saving funds for an education.
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Be ready for the rainy days ahead
Start a budget to have funds set aside to handle those unexpected expenses.
