Wealth Management & Financial Planning
1
Builder
We listen as you tell us what matters most to you. You’ll learn more about us and how we work with clients, so we can both determine if our team is a good fit for your needs.
2
Discovery
We discuss all aspects of your current financial situation—from how assets are titled, to your retirement aspirations. We learn about your goals and objectives, identify potential problems, and point out areas of opportunity.
3
Draft
We confirm that the direction of our planning is aligned with your goals and objectives before presenting our recommendations. We work closely with outside strategic partners (attorney, CPA, etc.) to develop your plan.
4
Presentation
We present our analysis and recommendations, along with a plan of action for implementation.
5
Implementation
Implementation is the process that turns strategies and plans into actions to accomplish your goals and objectives. Implementing your plan is the most important step in the planning process.
6
Adjustments
We routinely monitor your plan and schedule regular reviews to make sure it’s in line with your goals and accounts for changes in your life or changes in relevant legislation.
Overview of The Financial Planning Software We Use.
HAVE YOUR OWN
personal financial website
We’ve partnered with eMoney,
a leading wealth management and financial planning software.
The client portal is a welcoming, detail-rich and interactive asset, which displays all wealth-management-relevant information, like net worth, investments, insurance, budgets and spending in a way that delivers maximal transparency, while minimizing navigation-difficulty. Also, the client portal facilitates the aggregation of assets and accounts we don’t manage, which help us get a clearer picture of your financial life.
INTERACTIVE
planning
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Goal-Planner, for conventional retirement and education planning
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Decision Center, for cash flow-centric planning.
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Distribution Center, for estate planning.