Our Strategy
Gathering Information
Gathering information is a crucial first step in starting the financial planning process. This information will help create the base case for the plan and help determine risk tolerance, goals, and appropriate path.
Analyzing Options
Once we collect information, we will create different scenarios to use to test different potential outcomes. These are "what if" scenarios that can provide a contrast to your base case. We also look at varies investment options to determine if they align with the clients goals.
Education
After we have analyzed and reviewed investment options and plan strategies, we educate the client on specific investments, planning options, and any other market or economic commentary that could affect the clients decisions.
Making Recommendations
We work with you to determine the best options and strategies for you. Here we will review our proposed asset allocation to ensure they align with your needs and goals. We will also make recommendations on any planning strategy that we believe would benefit you near or long term. If needed, we will also recommend other trusted advisors, such as Estate Lawyers, CPA's, etc.
Implementing and Review
Once you feel confrontable with the plan, we move forward with implementing the investment and planning strategies. As you continue to move towards your goals, things inevitability will change your financial trajectory. We meet with you to make revisions and updates to both your plan and your portfolio so you can stay on track.