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Our process focuses on you and understanding your unique needs is our first priority. Our goal-based planning process includes an assessment of your long-term financial needs including: Investments, Cash Flow Analysis, Insurance, Retirement, Education Planning, Estate Planning, Philanthropy, and other needs specific to you. We can help you identify your financial goals and create a customized plan to help achieve them. We’ll work together with your CPA, attorney, insurance agent, and other advisors to develop and implement an appropriate strategy for your specific situation.
As a fiduciary, we’re looking out for your best interests without the conflicts of interest often present in larger firms. All phases of your financial plan will be handled by a Certified Financial Planner™ professional and Chartered Financial Analyst charterholder. We have the credentials and experience to address almost any client need.
Establish Goals & Objectives
Every client is unique and it takes skill and experience to fully determine the goals and objectives for each person. Unlike some large financial firms that use an assembly line process to mass produce investment solutions, we think the time spent getting to know our clients is time well spent. To customize a plan specific to your needs, we must first know your personal values, interests, concerns, and motivations.
Other Parts of Financial Planning
- Retirement Planning – We design and implement the plan that helps you achieve your ideal retirement.
- Asset Management – We create and manage a customized portfolio for your unique goals and objectives.
- Education Planning – We advise you on college savings, gifting, and other aspects of a successful education savings plan.