Our holistic financial strategies go beyond mere numbers and spreadsheets; they’re about crafting a comprehensive roadmap to enjoy the people and things you love most—your why. Here’s how we do it:
Our Process
01
Discovery
The first step of our process is to uncover your why. Why are you saving and investing? Are you looking forward to making a big purchase like a boat or a second home? Or are you more focused on providing financial stability for generations? Whatever your why, our first step is to understand it.
02
Data Gathering
In the second step of our process, our team will aid in gathering relevant financial details to better create a financial snapshot. Next, we’ll begin to find the financial strategies that help you achieve your financial goals.
03
Research & Analysis
Whether you’re a young professional, entrepreneur, business owner, retiree or approaching retirement, we can help create a fully customized financial strategy built around your specific whys. Then, we’ll schedule a meeting to present your proposal.
04
Recommend
In our next step, we’ll schedule a meeting to present your proposal, explain every detail of your customized strategy and gather feedback. We’ll also answer any questions you might have and make necessary refinements.
05
Implement
Once we’ve received your feedback and made the necessary adjustments, our team will begin executing the recommended strategies so you can begin living your why.
06
Periodic Review
We understand that your goals and needs will change—and your financial strategy should reflect that. That’s why we’ll regularly meet with you to review your financial strategy and adjust for changes in market conditions, tax and estate laws and your financial objectives.
