OUR PATHFINDER PROCESS
As we help you find the right financial path, we'll rely on our experience and knowledge in a variety of disciplines: money management, tax reduction strategies, life insurance appraisals, lifetime income planning, legacy planning, and more.
Our process will show you how these areas overlap and affect each other, as well as how to utilize them to help you reach your goals in an efficient and effective manner.
Before we take a single step towards building your financial plan, it's our priority to listen. You likely have ideas, dreams, goals, and concerns — and we want to hear them all. By taking the time to listen, we can build a plan that is shaped by your views, experiences, and goals.
Once we have a clear picture of the why behind your goals, it's time for us to take an in-depth look at your personal and financial information. We'll gather information like income, expenses, assets, liabilities, health concerns, and more — all with the desire to create an accurate, comprehensive plan.
Another key step in this process is to understand your tax diversification or lack thereof. We've developed a simple way of illustrating your diversification through an intuitive graphic.
At this step, our team will perform an in-depth analysis of all your financial and personal information. Following this analysis, our team will work collectively to craft a comprehensive plan with your needs, goals, and concerns at the center.
Now that we’ve developed the strategies that address your needs and goals, it’s time for us to show you how we can put them into action. After we've carefully and simply illustrated your plan, we'll listen intently to any questions or concerns that may arise. Financial planning is a collaborative process between our team and you — so only when you’ve given your confident approval will we proceed.
After we've created and collaborated on a comprehensive plan, our team will begin the implementation process. We'll work closely with you to gather any necessary signatures or permissions to ensure your plan is executed accurately and efficiently.
Once your plan has been executed, we'll stay in frequent contact through regularly scheduled reviews. This will allow us to stay informed about recent or upcoming life events or desired changes. Throughout the periodic review phase, our team will be sure to make you aware of when your portfolio is progressing as planned, as well as when changes may be necessary to keep you on track.
LET'S BEGIN YOUR JOURNEY
By completing our brief online form, we can help you schedule
a consultation with our dedicated team.