Locate your financial destination
Throughout the initial conversation, we will collect critical information to discover what is most important to you so we can get to work to make your financial dreams a reality.
Some of the questions most frequently asked include:
- How do you ensure that your financial house is in order?
- How do you ensure that my account remains your priority?
- How do you figure out what I want?
- How do you hold me accountable to achieving my goals?
- How do you inspire me along my financial journey?
- What happens to me if something happens to you?
- How do you measure our success?
Map your milestones
Once we’ve taken a look at your aspirations and current situation, we’ll work behind the scenes to develop your Financial Road Map®.
Each plan is unique, however, each road map includes a basic foundation upon which we build a comprehensive strategy. You’ll receive a copy of your plan, presented in written English, during our initial review.
Each road map includes:
- An updated Golden Years Projection
- A written plan for each unique financial asset
- A written plan for each goal
- A written plan for your estate
- A written plan to address risk management
Benchmark your progress
After we’ve reviewed your road map with you, we’ll deliver an Implementation Plan with a simple, chronological list of action items.
- We track your progress and provide two annual reports, one in January and another in July. We’ll sit down annually to adjust for any life changes that may impact the outcome.
- In November and December, we take a deep dive into your tax strategy to reduce liability and ensure no surprises when it’s time to file. Then, we prepare and file your taxes, or prepare for a filing extension.
- We’re committed to ongoing education to ensure you are getting the most comprehensive, up-to-date advice available.
WE CREATE YOUR ITINERARY. YOU CHOOSE THE DESTINATIONS.
WE LEAD THE EXPERTS. YOU ENJOY THE RELATIONSHIPS.
WE CUSTOMIZE OUR SERVICE. YOU RELISH THE CONVENIENCE.