Our Approach
Planning Is A Process
We believe that sound financial planning is an ongoing process – not a one-time solution. Our service model is designed to help explore what you want from your life & career, and need from your resources to be happy and content. Below you'll find more details about our process and core planning philosophies.
Our Approach
Confidence In Advanced Planning
Organize
Get your financial life in order and gain a shared understanding of what success looks like to you.
Optimize
Assess strengths & vulnerabilities, and develop a strategy to reach your long term objectives.
Execute
Consistently make smart decisions and avoid pitfalls along your personal path to success.
Enjoy
Consistently make smart decisions and avoid pitfalls along your personal path to success.
Our Philosophy
Standards Of Care
Integrity
We believe integrity is everything, and strive to earn trust through strong character and values.
Diligence
Our recommendations & services are based on rigorous & thoughtful analysis of your situation.
Fiduciary
We operate as fiduciaries to all our clients 100% of the time.
Simplicity
We seek to communicate even the most complex strategies in an easy to understand way.
Communication
We say what we do and do what we say. Period.
Our Process
Our service model is engineered to provide an understanding of your financial life today,
explore your immediate & longer-term objectives, and develop an action plan to achieve them.
STEP 1
Introductory Meeting
Before committing a significant amount of our time or yours, this 30-minute call will give us a chance to make sure your situation matches our expertise. The call is complimentary and nothing will be offered for sale. We will use the time to get to know one another and determine whether it makes sense for us to create a free one-page financial plan.
STEP 2
Our Analysis
We’ll ask for a few basic documents like your tax return and account statements. Along with your responses to our intake questions, we’ll then review and analyze everything while building a customized one-page financial plan.
STEP 3
Plan Presentation
We meet for 60-minutes to present your one-page financial plan and explain, very clearly, what you need to do to reach your financial objectives. These recommendations and high-level guidance will encapsulate your complete financial situation and provide direction toward building, growing, and preserving your wealth.
STEP 4
Decision Time
We get it — choosing the right financial partner is a big decision. With your one-page financial plan in hand you’ll decide whether to implement the plan yourself, hire another firm for help, or work with us. If you’re comfortable with our approach and believe we’ll provide more value than the fees you’ll pay, we’ll proceed to onboard you as a client. We believe a client and provider relationship should be natural and we don’t believe in hard sells.
STEP 5
Implement and Enjoy
Onboarding as a new client is easy. We’ll gather any additional information we might need, set up a profile for you in our financial planning system, and get to work implementing your plan together.
Get Organized
Successful and worthwhile achievements start with a plan.
Schedule an introductory call today to get started on yours.
Subscribe To Our Newsletter
Subscribe to our newsletter to receive blog posts, podcast episodes & other updates to help you optimize your income, reduce taxes and invest prudently.
"*" indicates required fields