Our Individual Holistic Planning Process

1. Introductory Meeting

The Introductory Meeting is our opportunity to get acquainted and determine if there is a fit between your needs and concerns and our philosophy and process.

2. 360-Discovery

We gather detailed information on your financial situation as well as learn about your personal and family goals and aspirations. We assess your desired time frame for results and we discuss your understanding of the various types of risk, and how you feel about them.

3. Holistic-Plan Developments and Discussion

Together we review and discuss a holistic-analysis of your financial picture and the recommended Implementation Steps designed to help move you toward successful achievement of your goals and objectives. We bring a holistic planning process to:

  • Retirement Planning
  • Wealth Management
  • Estate Planning
  • Risk Management and Life Insurance
  • Education Funding
  • Long-Term Care Planning
  • Tax Planning
  • Business Planning

Complex situations may require collaborating with our network of specialists.

4. Begin Implementation Steps

We immediately begin execution of time-dated Implementation Steps to move you toward successful achievement of your goals and objectives.

5. Progress Review

We meet periodically to update changes in your personal or financial life, address various planning needs, review current economic and market conditions, and review progress on your investment and financial plans. We confirm any recommended action items and follow up, as necessary.