Our approach is always: Simple. Objective. Accountable.
As CFP® practitioners, we follow the CFP® planning process as our foundation. We are consistently working to raise the bar for our clients by expanding our knowledge base and exploring better ways to plan and position their wealth and objectives. Life is dynamic and so should every financial plan be. That’s why we believe it’s necessary to have an ongoing, dynamic relationship with a trusted financial planner.
Here’s a sample of what our planning looks like:
Identify
Identify and organize your financial priorities including long-term and short-term objectives.
Review
Review your current financial plan including: balance sheet*, cash flow statement*, retirement plan, income plan, investment plan, tax plan, estate plan, and insurance plan.
Assess
Assess opportunities in your current financial plan relative to your stated priorities.
Present
Present a comprehensive financial plan handcrafted by a fiduciary financial planner to meet YOUR unique needs.
Coordinate
Coordinate with all required professionals, facilitate the implementation of your appropriate strategies, and provide ongoing accountability for your financial plan.
Provide
Provide open and accessible communication to your CFP® practitioner for all your financial planning needs.
*Don’t have a balance sheet or cash flow statement? No problem. We’ll create them for you.