Our Wealth Planning Process
After gaining a clear picture of your financial landscape, we use this information to help create customized wealth strategies. With Wealth Planning, we work with you to make more informed decisions — big or small, simple or complex — through all stages of your financial journey. It’s advice for life. This process enables us to collaborate with you to plan for known and unknown events, offer suggestions to help make the most of your money, and check in with you when your life circumstances change and your needs shift.
The Process
Together, we will follow a cyclical and ongoing process in your wealth management journey defined by these five steps:
Understand
What are the Things that you value most?
Plan
How can your money make the most impact?
Propose
What are your options and how do they play out?
Implement
What is your best next step?
Revisit
Am I still on Track?
