The Extraordinary Planning Experience
THE STEPS TO OUR EXTRAORDINARY PLANNING PROCESS
We believe personal service and a commitment to excellence are essential ingredients
to providing our clients with a planning relationship that extends beyond anything they have ever experienced.
The Informed BeginningTM
Getting to Know You
Gather Documents and Information
Organize All Financials
Identify Where You Are and Where You Want to Be
Build a Foundation for Our Relationship
The Focused Future
Developing Strategies for Your Financial Future
Articulate Specific, Measurable Goals and Objectives
Develop Strategies to Pursue Goals
Address Difficult Questions and Discuss Special Needs
Solidify Our Relationship
The Resource Road Map
Positioning Assets to Meet Goals
Determine Investment Objectives and Appropriate Asset Allocation
Evaluate the Potential Impact of Economic Environment on Current Financials
Understand Cash Flow Needs and Future Changes
The Stable Foundation
Ensuring the Protection of Your Assets and Your Future
Evaluate Current Asset Protection
Recommend Strategies to Build and Protect Your Future by Covering Your Financial Bases
Understand and Develop Strategies to Meet Estate Planning Needs and Desires
The Coordinated Advantage
Quarterbacking All Aspects of Your Financial Future Structure
Establish and Foster Relationships with Qualified Professionals
Coordinate Information Flow and Plan Implementation
Facilitate Appropriate Document Preparation
The Complete Connection
Continuous Planning for a Successful Financial Future
Provide Financial and Economic Updates
Maintain Open and Ongoing Communication
Review Portfolio Allocation and Asset Management Plans
Monitor Goals and Make Adjustments Where Needed
Navigate Life Events and Implement Midcourse Corrections as Needed
Celebrate Milestones