Planning your financial future requires a vision of what is, what could be, and how you will experience the journey along the way.
With a focus on you, your goals and a vision for your financial future, we provide specialized strategies and guidance. Our expertise includes financial planning, wealth accumulation, asset protection and legacy planning
Envison: Map
We begin with a unique experience that’s all about you. What do you want? Where are you headed? How do you define happiness or success? We’ll help you define your vision and build a financial model to achieve it.
Engage: Plan
We present your comprehensive WealthPath to help you see how your goals align with our financial strategy. We will review, discuss, and adjust this plan until it meets your exact needs.
Activate: project
Once approved, we enact the WealthPath. In Step Three we communicate proactively, routinely, and precisely to keep your confidence in the process high and your complexity low.
Review: Affirm
In our first phase there is a lot of activity and change. Our priority is to protect your confidence and to streamline the process. We meet online or face-to-face to review account information, planing decisions, and to discuss the online access to your accounts.
Evolve: Monitor
Each year we meet to review your WealthPlan. Is the plan still accurate? Is it performing as we’d planned? Are you making progress? We look together at the past and then the future to revise as needed and embark again, together.