Defining Your Financial Goals and Your Life’s Ambition
Our Personalized Approach
This is where it all begins. We will sit down together and delve into your goals, your dreams, your current financial situation, and the resources available to you to help you “get there.” Our process relies on strategy, in-depth research, reporting and oversight to ensure we’ve covered the big picture as well as the finer details.
Planning is foundational to our work. Together we will create a comprehensive financial plan that evaluates your goals considering your resources and timeline. We dig deep and spend time building the framework for the financial future you envision. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you meet your objectives.
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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 financial well-being as you pursue your dreams.
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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.
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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.
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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.
