During our first meeting, we discuss your current financial situation and develop an understanding of your financial goals. We share the general process we employ for success. Through the data gathering process, we can begin building a more complete and detailed financial model.
With your current financial model completed, we analyze your current strategy and the impact of alternative strategies. Throughout our discussions, we come up with a plan to lead you toward achieving your goals.
Following these in-depth discussions, we begin implementing the strategies with a focus on maximizing wealth creation and protection while simultaneously working to minimize expenses. There are typically two to four strategy meetings during this part of the process.
After we have completed the initial planning and strategy phase, we monitor your ongoing strategies, keeping up with changes in the financial world and looking for opportunities to enhance your plan. As your life changes, we adjust with it: regular and ongoing meetings provide ample opportunities for us to modify the plan as necessary in order to adapt to any changes that occur along the way.