Our Process
One thing our clients appreciate about working with us is that we don’t believe in a standard approach. Instead, we follow a meticulous process designed to evaluate each client’s situation, goals, and level of risk tolerance. Then we can make appropriate recommendations to meet their financial needs. Everyone is different, and we will refine our approach to suit each client. We utilize the following process to help those we’re privileged to serve.
Step 1: Review
Every client’s financial situation is unique. That’s why it’s important to find out as much as we can about you and your financial goals. The more we know about you, the more our precise recommendations can help you. As a result, we take time to discuss your aspirations and objectives, and prioritize what is most important to you. This is the basis for any first meeting.
Step 2: Analyze
We work with you to identify and prioritize your objectives, and then help to establish benchmark goals. People often achieve targets when having realistic expectations. With careful consideration of specific objectives and available resources, desired results can be achieved.
Step 3: Develop
Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.
Step 4: Coordinate
We regularly coordinate insurance and financial activities for clients with the other members of their own team of financial, tax, and legal advisors. We can do the same for you.
Step 5: Implement
We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.
Step 6: Monitor
Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your strategy on track with your changing needs.
