OUR PROCESS MADE EASY

A financial plan is a well thought out synopsis that combines your unique circumstances to your needs and desires. The personalized design of your plan is only as good as how it is executed and something you can commit to.

 

Our step by step approach directly coincides with actual positive client experiences. It is narrowed down into smaller but more efficient steps, that can lead us directly to the final result for you.

 

This allows us to better understand you and ultimately lead to optimum results tailored to your needs, and therefore removing some of the burden of these decisions.

 

STEPS INVOLVED:

1. Intro: Lets get to know each other and assess the fit.

2. Gather information: I will make it my mission to properly understand your challenges, wants and desires and together we will define your values, priorities and goals.

3. Presentation of plan: A review of your finalized financial plan & action items to take.

4. Implement action items.

5. Monitor your success: Follow up meeting to evaluate your progress and help you stay on track of your goals.

 

WHAT IS YOUR PLAN GOING TO LOOK LIKE?

  • Cash flow that has been properly controlled.

  • Mutual agreement between you and your partner aligning individual desires to shared visions or merging of separate financial plans.

  • Obtained personal and business objectives.

  • Fulfillment of desired estate plans serving the needs of your heirs.

  • Setting achievable goals with straight forward financial planning steps.

  • A personalized long term investment plan.

  • Provision of a long term safety net.

  • Elimination of unnecessary risk.

  • Understanding your different sources of retirement income.

  • Prepared for the unexpected.

  • Insurance needs met to manage risk.


ACCOUNTABILITY AND COACHING

Ensuring your success is derived from devotion and education. We help hold you accountable when it comes time to implementing action to your plan or taking charge of an important task. Having an advisor by your side as your "personal CFO" can ultimately increase your odds of success. We show commitment by investing the necessary time it takes for a client to accomplish a goal and help them make the right decisions.

 

We care about our clients and their financial wellness, which is why we help to educate and encourage positive financial habits and discipline. This can be the finishing touches to providing a truly "holistic" experience and unique approach to wealth management that creates a positive impact to your overall lifestyle.

WHAT ELSE?

Financial Technology, better known as "Fin-tech" is widely becoming recognized as a key influence for financial planners across the globe.

 

The technology we implement is to help us deliver the most comprehensive financial plans. A financial plan should be time tested and run through different simulations to ensure your success rate. Our financial planning software has built in Monte Carlo simulations.