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Our Planning Process

We follow a disciplined financial planning process to address what is most important to you and your loved ones. Our approach helps you pursue the specific milestones we establish together and incorporates investment planning, retirement, insurance and estate planning strategies. Ongoing monitoring of your progress helps to ensure your plan remains on track to meeting your short- and long-term goals.

We Listen

…to understand your lifestyle needs and personal goals. Through our comprehensive discovery process we seek to determine what matters most to you and your family and work with you to establish financial objectives aligned with your needs.

We Analyze

…your situation to deliver customized strategies that seek to address your specific financial needs and goals. We analyze your current circumstances, challenges and strategy, suggest solutions to the challenges you face and point out areas of opportunity.

We Implement

…your plan to set appropriate financial strategies in motion as you pursue your financial goals and objectives. With your input, we will prioritize action steps and work closely with your other advisors (attorney, CPA, etc.) to implement your plan.

We Review

…and continually assess changing goals and circumstances in your life, the financial markets and the world around you. Ongoing review and rebalancing of your financial strategy is an integral part of our process, enabling us to help preserve and grow the assets you depend on now and throughout your years in retirement.