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Working together.

Your goals are at the center of the conversation.


 

Our Process

Working together starts from day one and requires effort on both parts. For your part, that means sharing a lot of data and answering several important questions. One size doesn't fit all, so the better we understand your situation, the better your plan will help you achieve your goals.


 
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#1 / EVALUATE

At our initial consultation, we’ll ask a lot of questions to better understand your goals and current circumstances.

After our initial consultation, you’ll receive our proposal outlining the scope of work we have discussed. Once you decide to move forward, we’ll get to work!

To develop a plan designed for your goals, we need thorough information on your current situation. We use the latest technology and tools to make the most of your time and gather complete and accurate information.

We will schedule a Base Facts call to verify that we have accurate and complete information prior to starting the planning work.

This information is the foundation for building YOUR plan.   

 
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#2 / PLAN

Then, we spend time developing a customized financial plan that is focused on your goals.

Based on our discussions and the information you’ve shared, we’ll propose action steps to better align your financial realities of today with your goals for tomorrow. 

During your Plan Delivery meeting, we’ll share our observations, recommendations, and review any additional plan scenarios that will help you explore different goals, timelines, and priorities. (such as a scenario to retire early or one that shows a future second home or business idea)

We share a lot of detailed data, but we also share a client-friendly summary document to help keep the main points close at hand.


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#3 / IMPLEMENT

During the Plan Delivery meeting, we’ll cover the next steps associated with bringing your plan to life.

These action steps may include one, many, or all of the following:

  • Investment management (including sustainable/socially responsible investing)

  • Retirement planning

  • Cash flow management

  • Developing personal financial statements

  • Education funding strategies

  • Insurance planning

  • Income tax planning

  • Estate planning

  • Charitable giving strategies

As an ongoing asset management or retainer client, we’ll set a list of priorities and work with you to help you achieve your goals.

If you’ve chosen hourly planning only, you will know what your next steps need to be to implement your plan.

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#4 / ADJUST

Life happens! As your family dynamics, career, goals, or other circumstances change, we can update your plan to be sure it still meets your objectives. Your plan should adjust for these ongoing changes.

As an asset management or retainer client, this becomes part of your regular review meeting agenda.

If you’ve chosen hourly financial planning only, we can re-engage with your plan whenever you are ready.

 

If you like what you've seen so far, let's meet.

The first meeting is a time for us to talk about what you’re looking for and if we would be a good fit to help.

If you’re ready to become a client, we’ll get started! You will receive a link to your own Client Dashboard to view and share information about your current financial situation.