We’ve talked about coordinating all of the moving parts. In the first step of our process, we identify and organize all of those parts.
Together, we’ll figure out what we’re working towards. You name your priorities, and we translate them into financial objectives, like tax strategies, cash flow analysis, estate planning, and more. This is your financial plan.
Check in on what you’re already working with. We’ll look at investment structure, fee analysis, strengths, weaknesses, and areas of opportunity in your plan.
At this stage, you’ll start to see how your decisions lead to your goals. You’ll get an investment plan customized to support your objectives, and hands-on guidance with all your financial partners.
We’ll stay in touch as we continuously review your plan. The economy, politics, and your life will all change—expect to update your plan and portfolio accordingly.