One thing our clients appreciate about working with us is that we don’t believe in
cookie-cutter solutions or a one-size-fits-all approach. Instead, we follow a meticulous
process designed to help get to know each client’s situation, goals, and level of risk
tolerance so that we can make appropriate recommendations to meet their needs. Everyone is
different and we may amend our approach to suit a specific client, but in general, we
utilize the following process to help those we’re privileged to serve.
Step 1: Review
Review your individual situation and personal objectives. Every family's financial
situation is unique. That's why it's so important to find out as much as we can about
you and your financial goals. The more we know about you, the more precise
recommendations we can make and the more we can help you. As a result, we may take some
time to discuss your hopes, dreams, and objectives, and the things that really matter to
you. This is the basis for the first meeting with anyone we sit down with.
Step 2: Analyze
Analyze and review your needs. As needed, we will work with you to identify and
prioritize your objectives, and then help establish benchmark goals. This is important
because we live in a world of unlimited choices. People often fail to achieve objectives
because they try to accomplish too much at once, or they don't attach specific deadlines
to their goals. By breaking down your goals into specific objectives, you can look at
available resources and decide which goals are realistic, and which should be adjusted
and scaled down.
Step 3: Develop
Develop a strategy to help you achieve your goals. Based on our conversation and
analysis, we can recommend the steps for you to take to help you achieve your financial
goals.
Step 4: Coordinate
Coordinate your financial activities. We regularly coordinate insurance and financial
activities for clients with the other members of their team of tax, legal and other
advisors. We can do the same for you.
Step 5: Implement
We'll help you implement your strategy, and work closely with you and your other
third-party professionals to ensure its success. We'll monitor progress and provide
ongoing service as your needs and situation change over time.
Step 6: Monitor
This is not a one-shot deal. Strategies need to be adjusted periodically as your life
and the economy changes. We will work with you over the years to help keep your strategy
on track with your changing needs.
