Wealth Management Process

Every element of the Wealth Management Process reflects your goals and values, and the result of this process serves as the foundation for all of the work we do for you. After we map out your plan using the Wealth Management Process, we work diligently to keep your financial affairs on track and make sure you understand the consequences of your financial decisions.

Discovery – Using the Wealth Management Process, we help you discover your true goals and values that will be the foundation of future wealth management planning strategies. Here we explore the goals and values that are important to you and prioritize them in order of importance.

Assessment – Once we uncover the significant information that will be used to help build a sound financial plan, we assess your current and long-term needs to determine your goals.

Evaluation – Working within your goals and values, we evaluate your needs and preferences by determining spending and lifestyle requirements, philanthropic interests and the desire for generational wealth transfer.  We also analyze your current assets to get a clearer picture of your current situation.  This helps us determine where you are in achieving what is important to you.

Implementation – We develop and implement a suitable strategic plan to help you plan for your retirement and optimize your cash flow.  This will allow you to meet your current needs and to help you erach your goals.

Periodic Review and Adjustments – Taking into account current market conditions and trends, we periodically review and adjust your strategy against your goals and values and evaluate possible adjustments – thus helping you gain financial peace of mind.

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