OUR PROCESS

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.”

Tax and Wealth Advisors  |  Comprehensive Retirement Planning  |  Conservative Investment Strategies