Our Planning Process
1. Getting a Clear Picture
We begin with an inventory of your assets, liabilities, and insurance policies. Getting a clear picture of where things stand is so critical and we work very diligently to make sure we understand the fine details that are too-often overlooked, but with investing, small details can add up a lot over time.
2. Plan Goals
After the net worth inventory we work together to create a list of goals, address concerns, review several “what-if” scenarios and discuss our recommendations. We truly partner with our clients and when we go over the recommendations and seek feedback. It’s important to us that our clients understand why we recommend what we do.
3. Ongoing-Basis Communication
Once we implement the plan, we stay in regular contact on an ongoing basis and make changes as needed. Investment markets continue to grow more dynamic and life has a way of throwing us curve balls which is why we seek regular communication to better serve our clients.
