The key to the successful long term relationship we have with nearly every client is starting off with the right fit. That is why before we bring on a new client we go through an exhaustive information gathering process. Only with a good understating of someone’s long term financial goals can we determine if we are best suited to help them succeed. Additionally, we want to effectively demonstrate our expertise, experience and trust to the point that you feel there is no doubt we are the firm that best serves your needs.
After assimilating and synthesizing the information gathered in Step 1 we then get to work formulating your financial and investment plan. Once the framework is constructed we present to you the plan outline with specific steps on how to maximize the probability of achieving your life long goals, whether that be retirement planning, education planning, legacy planning, something else, or all of the above.
We typically describe implementation as a rocket ship launch. There is often a lot of heavy lifting to get your financial life in order. Investment implementation, savings strategies, tax planning, asset location, and estate planning are just a small sampling of the first steps in getting your plan into action. It may feel like a lot of movement without going anywhere, but once we get you off the ground it will seem like things are traveling at lighting speed towards your financial destination.
There is no such thing as a one-time financial plan or a “set it and forget it” investment strategy. Your life is complicated and things are constantly changing. That is why we meet often (at least annually) to continually fine tune and tweak your plan. There is undoubtedly a to-do-list that we will continue to dwindle down over time as we move you closer to the culmination of your investment goals. Ultimately we strive to see every client take their most important goals to fruition.