Our You-Centric Approach

We know money isn’t the most important thing in your world—but it impacts the people and organizations that are close to your heart. That’s why when we work with you, our primary goal is to understand who you are and what you care about most, and then we use those values to guide the direction of your plan. We’ll ask questions like:

WHAT TRULY MATTERS
TO YOU IN LIFE?

WHERE AND HOW DO YOU
WANT TO HAVE IMPACT?

HOW DO YOU WANT
TO LEAVE YOUR MARK?

Once we complete this discovery process, we build a three-phased plan for your finances that reflects your values and supports your lifetime objectives.

 
I

Discovery & Analysis

II

Recommendations & Collaboration

III

Implementation & Support

 

DISCOVERY & ANALYSIS

First, we thoroughly review your financial situation so we can get an accurate snapshot of where you are now, what resources and tools you have in place, and any areas of weakness we can help you address. We’ll see how your current financial strategies compare to your goals and look for ways to manage your assets more effectively.

RECOMMENDATIONS & COLLABORATION

In phase two, we’ll show you everything you can do to optimize your financial situation. We’ll start by recommending ways to streamline and maximize your investments; then we’ll address strategies for risk management like life insurance and long-term care planning. We’ll collaborate with your other trusted advisors to ensure everyone is on the same page working toward the same goals.

IMPLEMENTATION & SUPPORT

As we implement your strategies, we’ll meet with you regularly to review the progression of your plan. We’ll keep you updated about items we’ve completed on your behalf, make sure you understand your next steps, and discuss any questions you may have. Over time, we’ll continually monitor your progress to ensure you stay on track as life evolves.

As we go through this process together, our ultimate goal is for you to feel confident
about your future so you can sit back and enjoy your life.