Our Process

Let’s Go a Little Deeper…

Our firm specializes in helping clients to build wealth and reduce the overall risk for client’s that are looking for sensible advice with a genuine care and concern for each individual well-being. Our ultimate goal is to build confidence within our clients and community to know they each CAN accomplish their financial aspirations and goals either by our education or faith and trust in our abilities to get them there, or both. We accomplish this with our six-step process:

  1. Discovery is the first and most important step in our process. Discovery involves an in-depth conversation to document your current financial situation and, more importantly, your financial goals so that we can embark on our financial journey together with clear expectations.

  2. Establishing your goals and objectives is the foundation of a financial plan and the beginning of the path towards financial confidence.

  3. Analyzing your financial situation is the strategy that involves thoughtful consideration and documentation of the steps we need to follow to achieve your financial goals custom-tailored for you in the most efficient and risk-appropriate manner possible.

  4. Developing and presenting your financial plan. Using our professional industry knowledge, coupled with some of the most powerful financial tools in the industry, we create, document, and explain a financial plan that helps us paint a word picture of what your goals and objectives look like in simple terms.

  5. Implementation is the practice and performance of the what, how, why, and when we implement your custom-tailored investment strategy to meet your goals.

  6. Monitoring and Adjusting is where we make observations and continue to tailor your strategy to meet your needs in an ever-changing global economic environment. We are committed to communicating with you regularly and to making timely adjustments to your investments when necessary.

Financial Planning Process 6steps.jpg

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