Our Planning Process
Whether you're changing jobs, starting a second career or approaching retirement, we understand that you have lots of questions and concerns, like:
- Can I maintain my current lifestyle after I retire?
- How can I make sure my family is secure?
- Are my investments too risky? Or too conservative?
That is why we developed a simple and straigh-forward two-step process to help you find answers to your financial questions.
Step 1: We start 94% of our client relationships with a Financial Plan.
We typically start our client relationships with a personalized Financial Plan. The depth of our analysis can range from simple to complex. The cost of your Financial Plan is based on the time required to complete the analysis. Understanding your risk capacity, risk tolerance, cash flow and goals is essential before engaging in our wealth or investment management services.
Our analysis focuses on three main areas:
- Goals feasibility
- Cost savings.
- Investment risk capacity.
Depending on your situation, we may also review two additional areas:
- Risk coverage.
- Estate planning.
Step 2: Choosing a continuous plan.
After we've completed your Financial Plan, there are two continuous service plans where we can assist:
Or, you can choose to Do It Yourself.
