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Planning Process

Our methodical planning process can be implemented for clients with various life plans. This long-term approach seeks to reflect life’s waypoints and are catered toward your priorities and specific life circumstances. These steps include:

  1. Understand - We need to understand what is most important to you. We ask a variety of questions to learn more about your past investing experiences, your current situation, and your future goals. This personal approach helps us craft a strategy that is right for you.
  2. Implement - After we gather your personal details, we assess your personal situation, gauge where you are relative to your life plans, and determine what gaps exist. We will then construct the investment plan in accordance to your life plans.
  3. Monitor - Our strategies seek to close gaps in your financial picture and match each of your specific goals. This is when we implement your carefully designed plan and review its progress.
  4. Adjust - We understand that life happens and things can change without warning. This is why we incorporate tracking systems to keep your plan on target. We’ll help you adjust your plan over time and keep up with constant communication.

Each client engagement is personalized and some clients prefer a simplistic approach to evaluating their goals and planning for the future. For others who prefer a more detailed approach to mapping out their financial future, we offer MyWaypoints, which is a unique and engaging experience that empowers them to take a more active role in the management of their wealth. This can include advanced planning strategies such as retirement income, estate planning, insurance, disability, and more. Go to the Client Center for a link to MyWaypoints and other tools that may help in this planning process.