The Process

We are here to help busy and successful people organize and simplify their finances. While this can seem like an overwhelming process to many, we help clients by guiding them through the following four step process:

1. Identify and discuss your objectives(mission, vision, values and goals).

Every family’s and business’ financial situation is unique. During this part of the process we will uncover the things that are most important to you. The purpose for this time spent together is to ensure that we have a complete understanding of your situation and objectives; as a result, the amount of time dedicated to it will vary. Remember that the more we know about you, the more value you will receive from the rest of the process.

2. Review observations and recommendations.

Upon our review of your situation, we continue with the second step of the process.  During this step, we deliver your financial plan or personal analysis, as well as discuss our specific observations and recommendations. We will work with you to identify and prioritize your objectives by looking at the resources you have available and deciding which goals are realistic and which goals need to be adjusted. Since there are many ways to accomplish a goal, we will discuss various alternatives which we feel are the most appropriate for your situation. Our goal is to provide you with as much information as you need to allow you to make a confident decision moving forward.

3. Implement recommendations.

Although having a financial plan is critical, the most important step is the actual implementation of this plan; otherwise, you are no closer to your goals and objectives than you were when you started. So, now that you have the information you need to make a comfortable and confident decision to move forward, we will help you implement the necessary action steps to accomplish your goals.

We can also coordinate these decisions with your other professional advisors, i.e. CPA, attorney, etc…

4. Monitor your progress.

Financial planning is a process that spans your entire lifetime. Your situation will change constantly over time due to changes in your personal circumstances, changes in the economy, as well as changes in tax law; your financial strategies will need to be adjusted accordingly. We are committed to reviewing and updating your plan and progress towards your goals to make sure that the plan is still in alignment with your objectives.

Contact Us

Have a question? Need a little advice on a financial problem that you are facing? We are here to help.