Taking steps to pursue
your vision
We have developed a carefully managed process that we’ll follow together in creating your life and wealth optimization plan. Because there are so many facets concerning both your life and your money, a process is the only way to account for them all. We want to bring clarity to your life – and clarity is not achieved by chance. Rather, our team is able to achieve it by carefully identifying and aligning each important detail in the big picture of your life.
This is where freedom meets function as we candidly discuss your ideal future. You’ll have the opportunity to talk about your personal goals, what you’d like to accomplish, and share with us the financial freedom you’d like to achieve. We’ll also discuss your current financial situation, investment experience and risk tolerance. You’ll be introduced to our capabilities and learn about the services we offer that can help you pursue your objectives with confidence.
Next, we will analyze what you’ve shared with us in order to design a plan that aligns with your vision. This step may include collaborating with your other professional advisors such as your accountant and lawyer. When we’ve completed your plan, we’ll go over it together and provide you with our recommendations. We will also answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
With your approval, we will put your plan into action using the extensive research and resources at our disposal. This will involve selecting specific account types, investment products and optional services, and the handling of all necessary paperwork.
Once your plan is implemented, we will monitor its progress relative to your defined objectives and suggest any changes where needed. We’ll do this through meetings where we’ll not only review your progress, we’ll also talk about what’s new in your life, like weddings, new additions to the family, plans for a vacation home or a decision to take time off and see the world. You’ll also receive customized reports of your account activity.
We’ll be here for vision coaching that can help keep your plan on track and everything aligned – even as your life changes. Our goal in this stage is to forge a long and lasting relationship with you because we enjoy seeing how our clients’ lives unfold relative to the plans we help them create. For us, it’s one of the most rewarding parts of our business.