Our unparalleled qualified team provides the highest standards of professional capability. Our biggest asset is our human capital. To deliver a compelling client value proposition, we are committed to lifelong learning. Building upon our team’s knowledge, we stay abreast of important developments for our clients’ benefit and in support of the ongoing regulatory demands expected.
We are a full financial services firm offering access to an assortment of quality, non-proprietary integrated solutions. We take the time to get to know you, where you are, and where you want to be. We implement tailor-made strategies to make your dreams a reality and assist successful individuals achieve their objectives through an integrated planning approach.
Prudent management of your financial life affords you the best opportunity to meet your life and financial goals. Our purpose is to reveal where you stand and the unlimited possibilities of achieving what you desire. We utilize leading edge software in formulating our plans and maintain each plan as a “living” document easily updated or revised as your future unfolds.
Initial strategy considers your personal attitudes. We discuss subjective information such as your lifestyle and financial goals and your perspectives toward tolerance, assertiveness and simplicity. Assumptions figured into the process include the effects of interest rates, the economy and inflation. We examine your relevant documentation which provides us with your tangible information. Once complete, we’ll have a good idea of where you are now and where you want to be and consider if your expectations are realistic.
We will evaluate and begin to draft your financial life plan. It’s our analysis and diagnostic work stage. We know where you are, what you want to accomplish, and where you want to go. Now we figure out the most efficient way to get you there. We’ll look at all the pros and cons and then prepare draft recommendations. Some will be major strategic recommendations and others will be minor tactical recommendations. They fit together into a comprehensive and integrated plan.
When our analysis is complete, we will present the plan to you and review the major areas and recommendations. Then you’ll take the plan home. We will want you to read it, study it and go over it with your significant other. We ask you to write down any questions you may have about it. When we get back together, we’ll go over the plan in detail and answer all your questions and clarify the details. As you agree on each recommendation, we prioritize them into an action check list for implementation.
Implementing the plan follows a timeline. During that time, we’ll meet to go over your objectives and planning elements. Your plan will have many recommendations. Some will be major and strategic; some will be fine-tuning. We may consult other experts. Our forward focus will monitor your plan and measure its progress. We’ll meet regularly to ensure your plan remains current and fluid. You may have some questions or updates regarding life changes. We will continually alert you to conditions that directly affect your plan.