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How we build your customized financial plan:

Data Gathering 

Data is the backbone of any plan and we begin the process by consolidating your current financial statements and documents. This keeps the data tidy, secure, accurate and builds a strong foundation for your financial roadmap.

Plan Development 

Once we’ve organized your data, we can examine your current financial profile and pinpoint opportunities that will allow you to maximize your financial goals.  We begin by emphasizing areas of immediate concern and then focus on your longer term goals.

Analyzing and Modeling

We implement sophisticated techniques like Monte Carlo analysis to give us a data driven, attainable future scenario. Besides this, we use other data driven techniques to create models in all financial niches like insurance and tax reports.

Plan Implementation 

From there, we take your high level financial plan into a series of attainable action steps which includes but is not limited to asset allocation, suggested account types, withdrawal strategy, savings and transfer amounts, insurance policy selection and estate planning integration.

Monitoring

After implementation, we would like to meet with you at least annually to review your progress and action steps. These meetings ensure you’ll stay on the right track. Over time your life and needs will change and we want to make sure your plan changes and grows with you.

Financial Planning Expectations

Financial and Risk Questionnaires

We use comprehensive questionnaires, including risk tolerance, to better understand your financial behavior, goals, and beliefs regarding finances and risk

Goal Setting Meeting

After these questionnaires have been filled, we walk you through the planning process and emphasize your goals. This acts as a strong foundation for optimal and tailored financial planning strategies.

Plan Data Verification 

Once we organize and consolidate your data, we share that information with you. We want to make sure the data is accurate and reflects what you desire. If there are any inconsistencies they are identified and addressed.

Plan Recommendations Meeting

After constructing your financial roadmap, we discuss our recommendations in detail with you. This process allows you to understand the “why” our suggestions, which should help you to make better financial decisions.

Next Steps

Once you agree with the final plan recommendations, we thoroughly detail the necessary  long term action items you would implement over time. We also give you access to your custom personal finance website called MyMoney which tracks your progress towards financial goals. This platform has many benefits like secure, cloud based document storage, investment account aggregation, and easy to understand reports. If desired, we give you access to our online financial planning site so that you can check your progress or next goals as your life unfolds.

Plan Update Meeting

Once you agree with the final plan recommendations, we thoroughly detail the necessary  long term action items you would implement over time. We also give you access to your custom personal finance website called MyMoney which tracks your progress towards financial goals. This platform has many benefits like secure, cloud based document storage, investment account aggregation, and easy to understand reports. If desired, we give you access to our online financial planning site so that you can check your progress or next goals as your life unfolds. We strive to meet with you at least once a year to reflect on your progress toward financial goals and review any life changes that could impact your financial roadmap.

Access to Your Personal Financial Website

MyMoney is our white labeled, personal financial software that makes it effortless to organize and track your financial profile.

Benefits Of Our Technology 

  • Aggregated accounts
  • Monitor Investments
  • Track Spending Plans (i.e budget)
  • Secure, cloud based Document Vault
  • Access tailored Personal Financial Reports

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