Our Process
Our fiduciary process is designed to fully understand your unique situation, craft a customized financial plan, and recommend investment strategies that align with your goals. Our process begins with education and ensures that every decision we make is informed, transparent, implemented and centered around you. Let us help you build a secure and prosperous financial future tailored to your unique needs.
1. Educate
If you’re reading this, you’ve probably joined us for an in-person session, a Zoom class, or watched one of our lessons on YouTube. With the knowledge gained from these free resources, you are already one step ahead in the path to a secure financial plan.
2. Discovery
When we first meet, we will start by understanding your current situation, future aspirations, and any concerns. With these insights from our first meeting, we create a comprehensive plan that addresses your financial health, identifies risks, and offers solutions. Our focus is on crafting a clear path to achieve your goals.
3. Analyze
Once we understand your current situation, future needs and goals, we organize the information into a written plan. This plan analyzes your overall financial situation, identifying any risks or problems, solving them and the focusing on the most efficient and reliable way to achieve your goals.
4. Review Findings
We present the plan, walking you through each recommendation. This is a collaborative discussion where your feedback helps us refine and perfect the strategy.
5. Reflect
We encourage you to take a week to reflect on the plan. Your feedback is crucial, and we want to ensure you’re fully confident in the path we’ve laid out together.
6. Discuss & Finalize
Once you’ve had time to reflect, we come together to make any necessary adjustments. We address your final questions, ensuring you feel empowered by the plan. The strategy is now personalized and ready for implementation, securing your financial future.
7. Implement
The moment has arrived to put your plan into action. Whether we guide you step-by-step or empower you to manage independently, the focus is on turning strategy into reality, helping you move forward with certainty.
8. Self or Full Management
You can choose the management style that best suits your needs. Whether you prefer full autonomy or ongoing support from our team, we ensure the plan works seamlessly for you. The flexibility is yours, and we’re here to support however you choose.
9. Review & Adjust
A great financial plan adapts as life evolves. Periodic reviews allow us to ensure your strategy stays aligned with your goals, making necessary adjustments along the way to keep you on track for success.