OUR PROCESS
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THE REAL DEAL on
RETIREMENT.
To cover the many areas and attributes of the holistic plan, we have developed a systematic four-step process to avoid critical oversights when working to create and maintain your plan – we call this our holistic planning process.
STEP 1: UNDERSTAND WHERE YOU ARE NOW
- Get to know our firm
- Understand your goals and objectives
- Understand your current finances
- Review the services we offer to meet your needs
- Commit to take action on your financial life and goals
STEP 2: DETERMINE WHERE YOU WANT TO GO
- Organize your financial life and estate
- Develop a clear understanding of all your personal resources
- Prioritize your goals and objectives
STEP 3: ACHIEVE THE HOLISTIC PLAN
- Cooperatively design your customized plan, including “happily ever after” and “what if” scenarios
- Align your personal volatility tolerance level with your plan
- Educate on strategies appropriate to execute your plan
- Make final decisions and implement your plan
STEP 4: PROVIDE CONTINUAL SERVICES & SUPPORT
- Ongoing consultation
- Customized, annual review and plan updates
- Proactive communication and education
- Reliable client support
“We measure success not by some arbitrary statistic, but rather by our clients’ ability to achieve their personal retirement objectives.”