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Our Process

Smart and strategic planning allows you to live life on your terms

We want to be the architects of your financial future, with a goal-focused and planning-driven approach. Through an in-depth discussion about the things in your life that are most important to you, we work side by side with you to help you create and execute an actionable plan that can help you achieve financial independence, unlike many households who are unable to retire with dignity.

Because we take the time to understand your vision, risk tolerance and resource constraints we can create a customized goal-focused plan, one that is designed to help provide not only the highest likelihood of success but also mitigates the amount of risk. Our fee-based concierge planning process has four steps:

  • Analyzing your current trajectory
  • Identify and create customized recommendations
  • Implement a plan of action
  • Review progress and make micro adjustments
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  • Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
  • Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
  • You'll get a personalized plan that balances your current and future priorities. It puts all the pieces of your financial life in one place, helping you make the best decisions now and down the road.
  • Someone who understands what's important to you now and years from now and who thinks of all the what-ifs so you don't have to, guiding you as your goals change and helping you meet each one.