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Creating A Comprehensive, Client-Centric Financial Plan

There's no mystery to financial planning. We have the knowledge, credentials, and resources to help you take a comprehensive vision of your financial goals and plan a holistic approach to managing them to best meet your long-term goal. That’s the difference between having dreams and having goals.

Introductory Session: This is your opportunity to evaluate us, our services and the scope of working together, as well as our opportunity to learn about you. We can begin to understand your vision of your future, and you can determine your interest in a financial planning relationship.

Information Gathering: Together, we will gather data about your financial situation and goals. At this time, we will concentrate on your specific ambitions and aspirations for the future.

Analysis and Recommendations: We conduct an in-depth analysis of your financial situation, including modeling and market simulations to determine your probability of success. For our financial planning clients, we prepare neutral recommendations that are documented in a written, illustrated financial plan. For other clients, we may simply prepare specific, stand-alone recommendations.

Written Final Plan: We then deliver and explain a detailed, written financial plan with our specific recommendations custom-designed to meet your financial goals and needs. As a financial planning client, you may then choose to implement our recommendations with us, in which case, we will prepare product recommendations. You may implement your financial plan at the financial institution of your choice.

Plan Management and Update: In order to continue to help you reach your financial aspirations, we will review, update, and manage your financial plan each and every year to keep you on track. As a financial planning client, you have the ability to have your own personalized E-money website that allows you to aggregate all of your financial and banking accounts as well as a digital vault to store your most important paperwork and documents.