Our Process - Financial Planning & Retirement Planning
Identifying your goals is an important first step in the planning process. Our team supports a process of understanding by answering important questions such as:
Do I have enough money?
How much income can I expect?
How much risk should I take?
Will my money last for my lifetime and the life of my spouse?
What legacy do I want to leave for others?
After we have defined your goals, we create a roadmap that not only supports decisions, but also forecasts the probabilities of success. We implement portfolio strategies that start with understanding risk and are carried out with portfolio management concepts grounded in diversification, specialization, active monitoring and reporting.
We believe managing your assets around your life is superior to the more common method which is building your life around your assets. One method is pro-active and the other is reactive.
Our clients are mature individuals who value relationships and teamwork. They have been successful in life and created complexities and resources that require thoughtful planning, coaching and monitoring. These individuals tend to look beyond day-to-day issues of short term performance towards a deeper relationship built upon trust and life planning events.
- More financial success
- Increased guidance
- Higher sense of control
- Simplicity and convenience
- Coordination with other advisors
- Enhanced planning focus
- Relief from responsibility
- Active coaching/guidance/leadership
- Problem solving assistance
- Focus on outcomes
- Less complexity
- Less anxiety
- Enhanced freedom
- More confidence
- Better prepared