Planning with Your Goals in Mind
Our Process
Our personalized planning process is focused on connecting your life and your money. Using our knowledge and robust technology solutions, we ultimately seek to empower you to make informed decisions while making an impact on your life and for future generations. We don’t “set it and forget it” – our process is thoughtful, comprehensive, and can adapt with you and your needs.
Investment Process
1
Introductory Meeting
- In-person or phone meeting where we introduce ourselves
- Learn about your high-level values, dreams, and concerns
- Move forward in the process if we determine we are a mutual fit
2
Understand
- Listen and ask questions to discover who and what is important to you
- Define your financial values, goals, and priorities
- Begin using the Planning Process
3
Plan and Propose Strategy Recommendations
- Create personalized plan using Money Guide Pro planning tool
- Collaborate to fine-tune the plan
- Clarify goals and set the stage for the future
4
Implement Strategy Recommendations
- Upon agreement, open new accounts and transfer assets
- Implement investment strategy
- Review first statements
- Confirm account instructions and communication preferences
- Address any additional questions
5
Manage Your Comprehensive Investment Plan
- Examine full balance sheet
- Trust and estate planning strategies
- Special needs and elder care planning
- Charitable giving
- Business succession strategies
6
Planning Service Support
- Stay connected
- Meet to review and reevaluate goals and priorities as life events unfold
- Adjust your investment strategy Money Guide Pro plan as needed