Our Financial Planning Process

Financial planning is prioritizing goals, analyzing resources, and determining how to pursue what’s important to you.

To us, the financial advisory and planning process is an integral part of our relationship with our clients and ensures that all areas which could affect their financial achievements are considered. And the focus is not just on them, but also on their parents, children, and businesses.

Our Comprehensive, Five-Step Process

1 | Identify and Quantify Goals and Objectives

Where do you want to go? The first step in our financial planning process focuses on listening to you and helping you uncover goals, needs, and dreams for the various stages of life.

2 | Evaluate and Analyze Your Information

What do you have? Next, we will review and analyze your financial data to determine the likelihood of reaching your goals.  Figures related to Income and expenses, assets and liabilities, and policies and documents are all taken into account.    

3 | Review and Strategize

Where do I stand right now and what alternatives are there for helping me get where I want to go? In this iterative step that can involve multiple meetings, we present outcomes of both your current and proposed paths and determine pros and cons of the choices you control.

4 | Implement Your Plan

How do I take steps forward? After we’ve reviewed the analysis and helped determine your desired path, we work together with you and any other professionals you may employ, such as a CPA or attorney, to take the necessary actions steps.   


5 | Monitor Progress Towards Goals

How am I doing? With regular check-ins, we update progress towards your goals and help you adjust your path as necessary. Changes in your personal circumstances or, more broadly, in the economy, markets, and legislation can all require corrections to stay on track. 

Client Centered

Empowered with the right information to make informed decisions, you’ll be more likely to reach your goals.

The sense of purpose that comprehensive financial planning provides will truly help you manage your life less and enjoy it more!

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