- Comprehensive data gathering and clear development of your short-term and long-term objectives.
- A detailed review and accounting of your current assets, income and expenses, and a thorough understanding of what you will need to live on during retirement.
- Analysis and modeling of your current asset structure, and determining the probability of these assets and income achieving your financial independence, charitable, and distribution objectives.
- Prioritizing your goals and issues.
- Educating and advising you on a full range of strategies that will give you the best chance to reach individual objectives. You will have a team that is focused on your entire financial situation.
- We provide you with one year of service. This will assist you with implementing any recommendations that you agree with to ensure the proper alignment of your objectives in your portfolio.
- We will act as a catalyst to coordinate among your other advisors to make sure that your comprehensive plan is properly coordinated, integrated and executed.
- Regular reviews, annually at a minimum, to monitor your situation, make sure you are on track to meet your objectives, and revise your plan as necessary.
Our Planning Process consists of the following steps:
