Planning with Your Goals in Mind. Our personalized planning process is focused on connecting your life and your money. Using our knowledge and robust technology solutions, we ultimately seek to empower you to make informed decisions while making an impact on your life and for future generations. We don’t “set it and forget it” – our process is thoughtful, comprehensive, and can adapt with you and your needs.

Our Process

Investment Process

Introductory Meeting

In-person or phone meeting where we introduce ourselves
Learn about your high-level values, dreams, and concerns
Move forward in the process if we determine we are a mutual fit

Understand

Listen and ask questions to discover who and what is important to you
Define your financial values, goals, and priorities
Begin using the Planning Process

Plan and Propose Strategy Recommendations

Create personalized plan using Money Guide Pro planning tool
Collaborate to fine-tune the plan
Clarify goals and set the stage for the future

Implement Strategy Recommendations

Upon agreement, open new accounts and transfer assets
Implement investment strategy
Review first statements
Confirm account instructions and communication preferences
Address any additional questions

Manage Your Comprehensive Investment Plan

Examine full balance sheet
Trust and estate planning strategies
Special needs and elder care planning
Charitable giving
Business succession strategies

Planning Service Support

Stay connected
Meet to review and reevaluate goals and priorities as life events unfold
Adjust your investment strategy Money Guide Pro plan as needed