Discovery Process
This initial meeting is your meeting. The meeting has a singular purpose, that is to help you determine if you can plan on your own, with perhaps some simple guidance, or if your needs are more complex; meaning that you can benefit by working closely with the help of our Certified Financial Planner® (CFP®). The initial meeting will give you an opportunity meet without the pressure of being asked to make any commitments.
Through this meeting we will begin to develop our Total Client Profile in an effort to understand your: 1. Values 2. Goals 3. Relationships 4. Assets 5. Important Advisors 6. the Process you would prefer if we are to engage further and 7. Your Important Interests
Prioritize Your Goals & Personal Financial Inventory
Committing to a plan requires honest priorities and a clear understanding of available resources. Aligning values with financial investments and spending plan is crucial to helping our clients meet their changing circumstances and life goals.
We use state of the art planning resources to help us understand circumstances and to tailor a plan to align client retirement, philanthropy and security priorities.
Individualized Client Wealth Guidebook
Having the confidence to act after careful analysis empowers our clients to make decisions armed with recommendations specific to individualized circumstances. Tools used provide simple yet powerful illustrations of the things that clients are most concerned about. Most importantly, establishing clear guidance helps our clients work toward the outcomes most closely aligned with their goals.
Often client questions percolate as a result of planning tools used that help to solidify decisions, demonstrate and compare outcomes of different life choices and helpful perspective is shared. Advanced planning for wealth accumulation, taxes, wealth protection and wealth transfer can be done on a proactive basis.
Implement Dynamic Plan & Regular Progress Meetings
Mutual Commitment to work together to achieve client goals and values begins with implementation of the personal recommendations made in the Client Guidebook. Plans are only as good as the execution and implementation that goes on after objectives have been established. We work with our clients over time to ensure they are on track and empower them to control ongoing efforts to pursue their goals.
Regular progress meetings serve to facilitate additional depth in planning, refreshing of important priorities and goals and modifying the plan to meet changing needs.
