Our Approach
How we build your customized financial plan:
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.
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 Recommendation 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