Defining Your Financial Goals and Your Life’s Ambition
Our Personalized Approach
This is where your financial planning journey begins. At Summit, we work with you to understand your goals, dreams, and current financial situation. Through a personalized financial strategy, we help align your resources with your desired timeline and outcomes. Our comprehensive financial planning process is grounded in thoughtful strategy, in-depth analysis, customized reporting, and consistent oversight. We ensure every detail is considered—both big and small.
Planning is at the heart of everything we do. We invest time in building a strong financial framework designed to support your future. Along the way, we’ll develop a relationship built on trust, highlight how our team can support your success, and clearly explain how we can help you reach your financial goals.
-
Often, there are multiple scenarios that should be evaluated before choosing the appropriate strategy. While planning cannot predict the future, analyzing multiple scenarios helps you make decisions that align with your goals and can provide a sense of security as you pursue your dreams.
-
Next, we will analyze and use what you’ve shared with us to design your comprehensive financial plan, taking into account the various pieces of your financial picture and ensuring they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives, and outline the steps we need to take to implement your plan.
-
With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products, and optional services, and handling all the necessary paperwork.
-
Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest changes when needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.
We maintain our connection with you so we are aware of any changes in your life that may warrant a revision to your plan. Life happens, and your advisor is here to help you make smart decisions that will keep you on track.
For a more in-depth look at our financial planning process, watch our Financial Planning video below and download our Planning with Purpose guide to learn how we help turn goals into action.
