We help anticipate life's big picture.
Step 1
One of the most important parts of designing a better long-term financial plan is developing a better understanding of you. By discovering, and continually rediscovering, your ever-changing values, goals and challenges, we help you to ensure your personal and financial priorities align — starting from where you’d like to go, then working back from there.
Getting an accurate picture of your life vision is not only crucial to getting to know you, but it also helps us understand exactly where you’d like to go. So every step we take anticipates your future needs and brings you closer to where you’d like to be.
Vision &
Values
What motivates and inspires you?
Your broader life goals help inform your financial priorities.
Work &
Career
Where are you in your career or vocation?
Understanding this is a crucial step as you prepare for new ventures or retirement.
Health &
Wellness
Do you have any medical or long-term care concerns?
Helping you financially prepare for unexpected medical costs helps create peace of mind.
Goals &
Concerns
What are your financial goals? And what’s stopping you?
We can help you achieve your goals and address any concerns.
Interests &
Causes
What are your hobbies? What causes are you passionate about?
Knowing what’s important to you helps us ensure your investment strategy is aligned.
Family &
Relationships
How do you want to support those closest to you?
Leaving a legacy is all about planning ahead.
Step 2
Once we discover your wealth and life goals, we’ll build and continually evolve a holistic financial plan to get you there. Tapping into the resources and strength of our entire team, we’ll do the legwork to provide clarity as we co-plan your financial future together and work toward fulfilling your goals.
It’s a comprehensive approach, informed by your life vision to not only help you reach your more granular goals, like debt optimization, but also to prepare for more meaningful goals, like improving your wellness, providing for family and making a long-term impact.
Money
Engaging in a fully evidence-based approach with your income, assets and investments.
Goals
Helping you identify and realize your personal financial goals.
Life
Allowing you to expand your focus to bigger and broader life goals.
Impact
Determining where and how you’d like to make the biggest difference.
We build from
the ground up.
In our experience, success begins with the basics. But we don’t stop there. As we shape your strategy, we make sure every element of your financial picture is working toward your bigger, broader wants and needs.
Wealth Planning Process
Step 3
Life isn’t linear, and neither is any effective investment strategy. As your goals and values change, so do our strategies and advice. This is why we don’t provide a rigid, solitary plan, but rather a fluid, ever-evolving process — optimized to meet your changing needs.
Of course, it’s not only your needs and desires that change over time. We continually educate our clients on how changes in the markets, economy, tax legislation and the emergence of new strategies can improve their overall plan.
