Planning Process

Understanding Wealth Planning and Financial Success

Wealth Planning and You

The wealth planning process and money objectives means different things to many people. Your personal values and goals will define your attitudes toward money, or what you want from it. We make it our priority to get to know you personally and to appreciate what defines your attitudes toward wealth. In addition to learning about you, we believe in collaborating with your other expert advisors to design, implement and monitor the best solutions toward achieving your financial goals and vision.

Six Steps in the Wealth Planning Process

Our wealth planning process starts by ensuring we understand your current financial status and the financial goals you want to accomplish. After analyzing your financial status, we then present recommendations for a plan that can be implemented toward achieving those goals. When a financial plan is implemented we then engage in a monitoring process and make adjustments to the plan as necessary. Whether your situation is simple or complex, we believe in following the six steps of effective wealth planning outlined by the Certified Financial Planner Board of Standards.

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    • Establish the Client Relationship
    • Gather Client Data and Set Goals
    • Analyze the Client’s Financial Status
    • Present Recommendations and Alternatives
    • Implement the Recommendations
    • Monitor and Review Recommendations


Issues to Address in Your Wealth Planning Process

Whether you have a specific goal or seek comprehensive financial solutions for yourself, your family, your business, or institution, we can help you. Contact us to address the most important issues facing you today.

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    • Financial Planning
    • Securing Retirement
    • Investment Management
    • Funding Higher Education


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    • Managing Risk and Insurance
    • Managing Taxes
    • Estate Planning & Philanthropy
    • Executive & Business Solutions