Our Process

Our Process to Understanding Your Situation

Our first step when consulting or planning is a Financial Wellness Assessment. This isn’t a stuffy test; it’s a conversation to understand your financial situation and goals. Here’s what we’ll explore:

• Financial Big Picture: Tell us what’s on your mind financially. Are you saving for a dream vacation? Worried about retirement? We want to hear it all.
• Financial Feelings: Financial conversations shouldn’t be stressful. We believe in open communication, so share how you feel about your finances today.
• Financial Virtues: How do you view money? Are you a saver, a spender, or somewhere in between? Knowing your financial personality helps us tailor a plan that works for you.

Next, we’ll dive into a Personalized Risk Assessment to understand your risk tolerance.

Finally, we’ll Build Your Plan Together with a guided conversation to success.

We’ll work together to understand your values, objectives, and goals. This collaborative approach ensures your financial plan reflects your unique vision for the future. Here’s what we’ll discuss:

• Values: What’s important to you? Is it financial security, early retirement, or leaving a legacy?
• Objectives: What do you want to achieve financially? Buy a house? Pay for college? Travel the world?
• Goals: How will you achieve your objectives? Saving for a down payment? Creating a college fund?
• Your Future Vision: Where do you see yourself financially in the years to come?