One thing our clients appreciate about working with us is that we don’t
believe in cookie-cutter financial services or a one-size-fits-all approach.
Instead, we follow a meticulous process designed to help get to know each
client’s situation, goals and level of risk tolerance so that we can make
appropriate recommendations to meet their needs. Everyone is different and
we may amend our approach to suit a specific client, but in general, we
utilize the following process to help those we're privileged to serve.
Step 1: Review
Review your individual situation and personal objectives. Every family's
financial situation is unique. That's why it's so important to find out
as much as we can about you and your financial goals. The more we know
about you, the more precise recommendations we can make and the more we
can help you. As a result, we may take some time to discuss your hopes,
dreams and objectives, and the things that really matter to you. This is
the basis for the first meeting with anyone we sit down with.
Step 2: Analyze
Analyze and review your needs. As needed, we will work with you to
identify and prioritize your objectives, and then help establish
benchmark goals. This is important because we live in a world of
unlimited choices. People often fail to achieve objectives because they
try to accomplish too much at once, or they don’t attach specific
deadlines to their goals. By breaking down your goals to specific
objectives, you can look at available resources and decide which goals
are realistic, which need to be adjusted and scaled down, and which
simply must be abandoned.
Step 3: Develop
Develop and implement a strategy to help you achieve your goals. Based
on our conversation and analysis, we can recommend the steps that it
will take to help you achieve your financial goals.
Step 4: Coordinate
Coordinate your financial activities. We regularly coordinate insurance
and financial activities for clients with the other members of their
team of financial, tax and legal advisors. We can do the same for you.
Step 5: Implement
We'll implement your strategy, and work closely with you and your other
third party professionals to ensure its success. We'll monitor progress
and provide ongoing service as your needs and situation change over
time.
Step 6: Monitor
Planning is not a one-shot deal. Strategies need to be adjusted
periodically as your life and the economy changes. We will work with you
over the years to help keep your program on track with your changing
needs.
