Phase I: Discovery

During our initial meeting, we establish the foundation of our relationship by getting to know you and understanding your goals and values. We gather information about your family life, tax situation, retirement goals, philanthropic plans, and core values. This first step in your financial journey sets the stage for a strong foundation.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term financial planning strategy that is custom-tailored to the unique needs, goals, and values of each client. We analyze the data collected and then develop a comprehensive plan that outlines the strategy we recommend for long-term planning.

Phase III: Implementation

This phase focuses on the successful implementation of all of the different pieces of your financial life strategy, bringing the results of our previous collaboration to fruition. We put your goals into practice, whether it be diversifying investments, updating insurance, analyzing tax planning, or implementing estate planning. Through regular communication and collaboration with our team members, we strive to make this process as manageable and efficient as possible for you, communication progress as we go along.

Phase IV: Monitoring and Adjusting

We regularly monitor our clients' accounts, financial situations, and goals to work towards keeping their financial plan on track. Communication is key in this phase, as we collaborate with clients to adjust their strategy when circumstances change or markets shift. Our goal is to provide ongoing education and monitor that their financial plan continues to work towards their goals through regular meetings and collaboration.

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