Our Financial Advisory Process is Built Around Six Components

Our financial advisory process is built on six core principles. We believe a solid financial program must have all six elements to be successful.  By strictly adhering to our process with every client, we bring necessary structure to your financial objectives. We are dedicated to your success and will provide ongoing support where you need it most.  We are professional financial advisors dedicated to your success and will provide ongoing accountability where you need it most, ensuring nothing is neglected.

Organize

During this step, we gather all the information necessary to make prudent and educated decisions.  This can include gathering account statements, policies, estate planning documents, and more.  

Analyze

We work diligently to make sure we fully understand every aspect of a client’s current situation and define reasonable goals for the future. We seek to identify the appropriate financial values and variables that make up a plan, and pinpoint specific goals we’ll be pursuing.

Plan

We summarize the analysis completed prior with a precise outline of the goals we understand today and the specific steps needed to be taken to ensure successful achievement based on what is most important to you.

Implement

We work closely with our clients to help them implement every aspect of their plan. Our experience and organization ensures a seamless and convenient setup for clients.

Manage

Management cannot be done without a proper plan. Our structure looks to monitor:

 

1. Our progress to our specific goals.

 

2. Whether we’ve strayed from our plan, and if it is a good trend.

 

3. What should, and what should not, be changed to our plan.

 

Advanced and structured planning is a client’s best defense from long-term investment losses and other significant negative financial events. 

Evaluate

​We provide structure to ensure financial decisions are rational and not influenced by emotions unnecessarily. The evaluation process involves making necessary changes and supporting the things that are still contributing to our success.