A goal not on paper is just a dream.
We begin working with every client by building a comprehensive wealth plan. This acts as a roadmap to point the direction for all future decisions.
Where Are You Currently?
We create the Big Picture of your financial health.
Unlike many advisors, we look at your total financial picture including net worth, tax liabilities, insurance coverage, and retirement and estate plans to assess any holes that might exist.
Where Do You Want to Be?
We explore your financial goals and personal dreams.
Most realize the need to save for retirement, but have you planned for a dream vacation, family wedding, vacation home, education, or other personal desire? If you or your partner became incapacitated could you afford long-term medical care or a private nursing home?
How Will You Get There?
We make sure you know where your money is and where it’s going.
We’ll identify your return objectives, risk tolerance, and tax considerations to create a detailed written analysis and plan of action to shore up any gaps.
Do You Know the Direction to Head?
We create a roadmap to point you in the right direction.
Our plan of action serves as a roadmap to help with financial decisions and strategies with the goal of growing and building your wealth, preserving your wealth, and transferring your wealth during life or death.