Financial Planning is an ongoing process that helps us determine what steps may be necessary to progress toward your goals. It is the foundation of our relationship. Our "Commitment to Clarity" allows us to remain disciplined, to focus on executing our clients' plans while blocking out the noise that even distracts investors. We utilize what we call a "4D Approach"
Discovery
Our initial meeting will be a a discussion to understand your financial situation, goals, concerns, and priorities. We'll define the scope of our relationship, and gather relevant documents and data to perform our analysis.
Diagnosis
We will thoroughly analyze your position, identifying opportunities and potential challenges across all areas of your financial life with the context of our previous discussion.
Design
We will work to develop an integrated financial, tax, and estate plan tailored to your specific situation and objectives, ensuring all strategies work together seamlessly.
Delivery
With your approval, we'll begin to implement and execute the coordinated strategy - establishing the necessary accounts, implementing investment allocations, and completing steps to address tax planning and estate planning needs. We also will discuss our ongoing management and regular reviews.
