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Working Together

Close your eyes and imagine what you want your life to look like in five, ten, fifteen, or twenty years. What do you see? Your child attending the university of their dreams? Lounging on the beach during retirement? Supporting an organization that's close to your heart? Whatever your goals may be, our process can help you get there.

We help clients discover the life that they want to live and then match their finances with their visions, values, and goals. To do this, we implement the detailed process outlined below:

First, we will work together to discover the goals you want to achieve for yourself and your family. What are your values, needs, and concerns? How does your current financial situation compare to where you hope to be in the future? This discovery phase goes into great detail and our advisors create spreadsheets and documents outlining your unique situations, needs, and goals. No two plans are alike.

Next, we will have a development meeting, where we review your documents, discuss your planning needs and risk tolerance, and begin the planning process.

Our implementation meeting is one of our favorite steps because we take the time to put all the pieces we have worked so hard on together, align you and your family with key partners, and get your plan going. Your final masterpiece is something to be proud of!

Lastly, we continually monitor your progress and make changes to your plan when necessary. We walk with you throughout every step of the way and continue to educate and empower you.

We serve as your personal CFO and meet you where you are to get you to where you want to be. Contact us today to get started.