designed for purpose-driven individuals & young families seeking a goals-oriented process for articulating and fulfilling their unique life vision.
HOW IT WORKS
You are the only one who can provide leadership in what it is that you want. So before our first meeting, you'll be asked to complete an exercise which spells out your vision for yourself and your loved ones, as well as your specific goals – whether that be saving for the next-generation's education, paying off student loans, purchasing a home, saving for retirement, or anything and everything else on your horizon. While you're completing this exercise, we will collect and analyze all of your financial data, including income and spending patterns, bank accounts, employer benefits, and tax returns -- as well as any other assets and liabilities -- to give us a complete picture of where you stand.
VIRTUAL or in-person meeting
After reviewing your Fact Finder materials, our advisors facilitate an interactive meeting and provide you with detailed summaries of your current financial position. We offer information and perspective in key areas of your financial life, discuss any pressing concerns you may have, and work with you to develop a strategy which aligns your personal balance sheet and cash flow with your short-term and long-term vision.
Focused advice & Action Steps
Following the Fact Finder and Virtual or In-Person Meeting, we will finalize scenario projections and provide you with our advisors' recommended savings and investment allocations. Depending on your unique financial situation and future goals, we may also suggest specific action steps to meet any remaining tax planning, estate planning, and insurance needs.
Portfolio Implementation & Ongoing Access
Your financial plan is in place -- and it's up to you to keep it on track and evolve it as needed. However, that's sometimes easier said than done, so we may offer you the opportunity to retain our advisory and investment services on an ongoing basis. This would entail implementing your recommended investment portfolio on a platform which offers automatic rebalancing and tax-loss harvesting, conducting annual check-in reviews to evaluate your progress and evolve your plan as necessary, and give you retained access to our professional advisors for continued advice and answers as needed.