Welcome to Our Process

Our approach is grounded in evidence-based strategies and personalized advice. We don't sell products; we sell peace of mind through informed decisions. Here’s how our process unfolds:

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In-Depth Data Gathering and Analysis

Planning Software: We use an industry-leading platform called Planworth to make it as easy as possible to share your information. Link your accounts and complete the questionnaire.

Document Collection: Obtain detailed financial documents, such as tax returns, investment statements, and more.

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Plan Presentation and Refinement

Detailed Walkthrough: Discuss every facet of the plan, ensuring you understand each recommendation.

Feedback Loop: Open floor for questions, concerns, and desired changes.

Finalize Plan: Incorporate feedback and finalize the plan for your implementation.

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Ongoing Consultation and Re-evaluation

​Your financial guide as life happens. 

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Competitive Retainer Options: to make sure you always have someone who understands you in your corner.

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Life Event Consultations: Discounted advice and plan re-evaluation due to significant life changes like marriage, career moves, or inheritance.

Initial Conversation

Meet and Greet: An initial meeting to understand who you are beyond just numbers.

Preliminary Financial Snapshot: A high-level overview of your assets, liabilities, income, and expenses.

Objective Setting: Identify your financial goals, both immediate and long-term.

Drafting Your Financial Flight Plan

We want to create a comprehensive, bespoke financial plan that serves as a roadmap to your goals that will include, at minimum:

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Financial Management

Investment Strategy Recommendations

Retirement Planning

Tax Efficiency

Insurance Advice

Estate and Legacy Planning

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Implementation Guide

Actionable Steps: A detailed checklist to guide you through implementing the plan on your own.

Resource List: Curated list of platforms, tools, and educational materials to assist in implementation.

Contact List: Recommended professionals, like tax advisors or estate lawyers, should you require specialized services.