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Financial Planning
Our Process
We developed our process to deliver each client tailored advice while maintaining a consistent, excellent experience.
Our process is broken down into six parts:
Financial planning begins with purpose. We seek to understand your personal mission, vision, and values—the drivers behind every decision you make. Learn More
You are your greatest asset. Your ability to earn, grow, and sustain wealth must be protected with intention. Risk management starts with insurance. Learn More
Invest in yourself first. Concentration pays. Diversification stays. Strategic concentration is how wealth is often created, while diversification sustains it through market cycles. Learn More
Not all dollars are created equally. Building wealth is only half the battle—keeping it requires tax strategy. Learn More
Our clients are high achievers. For them, retirement isn’t a finish line—it’s the freedom to choose how to spend their time without financial constraint. Learn More
Legacy planning begins during your lifetime. It’s not just about transferring wealth, but sharing values, vision, and presence. Learn More
Strategic Planning & Strategic Solutions
Throughout our planning process, we work with clients in two primary ways:
Strategic Planning and Strategic Solutions.
Most clients choose to work with us for both, but you are free to pick whichever way best fits your needs. After our initial consultation, we can recommend which engagement might be best for you. As your life changes, so will your finances. Because of that, many clients start with one engagement and add services as needed.
Strategic Planning
Your strategic plan starts with understanding your goals, analyzing where you are today, and developing a simple, easy-to-understand strategy to get you to where you want to go. After creating your strategic plan, we work to help you analyze, adapt, and accomplish your plan as your life changes. We leverage technology to help you stay on track and monitor your progress towards achieving your definition of success.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Ideal For:
Clients who want to better understand how the pieces of their financial life fit together and make sure each piece has a purpose in achieving their goals. Clients who want to simplify their finances into a cohesive, easy to understand strategy. Clients who have control of their finances, but would rather spend their time on the things that matter most to them. Clients looking to have a professional assist in accomplishing the tasks in their strategic plan.
Length of Engagement:
Annual/On-going. As your life changes, shouldn’t your plan? While setting up your plan is important, it’s just as important to continually update it. Each year we work with you to adjust, revise, and update your strategic plan to meet your needs.
How We're Compensated:
We believe in fee transparency, getting what you pay for, and a fiduciary relationship that’s solely in your best interest. Because of that, we charge an annual fee based on the complexity of your situation. This fee is based on an easy-to-understand point system.
