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Our Planning Process

Our planning process is a methodical four-step process that can be implemented for clients with various life goals. This long-term approach seeks to reflect life’s waypoints and are catered toward your priorities and specific life circumstances and goals. These steps include:




1. Gather & Understand

We need to understand what is most important to you. We ask a variety of questions to learn more about your past investing experiences, your current situation, and your future goals. This personal approach helps us design a strategy that is right for you.




2. Organize & Formalize

After we gather your personal details, we assess your personal situation, gauge where you are relative to your life goals, and determine what gaps exist. We will then construct the investment plan in accordance to your goals.




3. Develop & Implement

Our strategies seek to close gaps in your financial picture and match each of your specific goals. This is when we implement your carefully designed plan and review its progress.




4. Monitor & Adjust

We understand that life happens and things can change without warning. This is why we incorporate tracking systems to keep your plan on target. We’ll help you adjust your plan over time as necessary.

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