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
objectives, concerns and goals — the things that really matter to you. This is the basis for
the first meeting with anyone we sit down with. There is no cost for this. Clients find the
experience of being able to sit down with a caring, local and trusted professional is of
great value.
Step 2: Analyze
Analyze your current financial picture and review your needs. We work with you to identify
and prioritize your objectives and then help establish what needs to be done, if anything,
to make sure you are on track to accomplish your 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 don't know where to start. By breaking down your goals to
simple, actionable steps, a better and clearer financial future comes into focus.
Step 3: Develop
Develop and implement a strategy to help you achieve your goals. Based on our conversations
and analysis, we can recommend the steps that it will take to help you achieve your
financial goals. It's your money so it's always your final decision each step we take. You
are always in the driver's seat, but we're like your GPS helping you get to where you want
to go. We move 1 step at a time so things are easy to understand and follow. Our goal is
always peace of mind each step along the way.
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. Even when you aren't thinking about your finances, we
are!
Step 5: Monitor Progress
We regularly monitor progress and provide ongoing service over time. Strategies may need to
be adjusted periodically as your life and the economy changes. We will work with you over
the years to help keep your goals and plans on track with the passage of time. We reach out
to clients regularly to update them on their investments and so on. We encourage clients to
use us a resource for advice on all financial related matters.
