We believe financial planning could use something new… Simplicity
1. WE MEET
We ask questions, listen and answer your questions. We make sure our services and your goals are a good fit. If yes, we proceed to step 2.
2. DEVELOP YOUR VISION
We dive into all your goals, hopes and dreams for the future as well as into your worries and what-ifs. We ask fundamental questions to give us a better understanding of your time horizon and tolerance for risk.
3. CREATE YOUR PLAN
Based on your input from step 2, we put together an individualized plan that addresses each one of your goals and includes tax-efficient strategies to help you succeed.
4. PLAN EXECUTION
Then, to ensure you feel comfortable and confident, we take you step by step through your account statements.
5. FREQUENT MONITORING
Ignoring a financial plan once it’s set up can mean missing out on key opportunities to adjust along the way. That’s why we engage you in frequent monitoring of your plan, to give you every possible financial advantage.