We understand how difficult it is to get control of your finances when you are saddled with debt and have virtually no free time. We have developed our Financial Care Plan™ to help guide your journey to financial independence.
There’s a better way
Our Financial Care Plan™ goes beyond a one-time event. We start by understanding what prompted you to seek a financial planner and deal with your initial concerns first. We then move on to provide your Financial Snapshot™.
From there, we develop your financial care plan throughout the year. We ensure you are never overwhelmed, and we’re always there to assist you. We will meet with you quarterly in addition to your initial on-boarding meetings.
Phase One: The Foundation Builder
The Foundation Builder process is designed to provide you an objective measurement that enables you to prioritize financial decisions quickly and accurately. Your spending habits, along with your resources, and your investment philosophy determine your financial freedom. That’s why we begin by identifying your optimal cash flow, assessing your available resources, and develop your investment philosophy based on your personal risk tolerance. Together, these make up your Foundation Snapshot.
Phase Two: Integration
The Integration Process is the next step in developing your personal Financial Care Plan. During this process, we take your Foundation Snapshot, integrate your upcoming Life Events (family, housing changes, job changes, etc.), map out your recurring financial needs (employee benefits, tax planning, investment contributions, etc.), and all other financial planning items relevant to you.
Phase Three: Your On-Going Financial Care Plan™
Financial Planning is a process, not an event. Your Financial Care Plan is your on-going, customized integration, assessment, and adjustment of your financial life. We meet regularly to assess your financial needs, goals, and changes, integrate them into your Foundation Snapshot, and make adjustments as necessary. Your Financial Care plan is always evolving to keep up with the inevitable changes in life that come your way.