We create custom financial plans.
Step 1: Discover the person
Once we meet, we need to discover the person, not just the math. We will conduct a discovery process with you.
Step 2: Understand your goals
The things that you want to achieve in life are personal and important to you. We will learn what your personal and important goals are.
Step 3: Short, medium, long term
What actions do we need to take in the short, medium and long term to help achieve your goals? We will show you these in point form.
Step 4: Insurance planning is essential
Insurance forms a proper and secure foundation of every financial plan. We will work to ensure you have what you need.
Step 5: Chart an investment plan
With your personal goals and risk tolerance as a guide, we will partner with you to create a custom investment plan.
Step 6: Review regularly
Once your plan is in place, we will conduct reviews...a re-discovery if you will...with you on a regular basis.