Planning Process

At our initial meeting, we discuss your personal goals and current financial situation. From this discussion, we determine your financial goals and risk tolerance and develop the key assumptions to be used in preparing your financial plan.

Using this information, we then develop your plan using sophisticated planning and asset allocation tools that analyze the likelihood of achieving your goals. Our second meeting may be either with you in person or by interactive online session and phone conference in which we go through the model together, refine your goals, and thoroughly explain all assumptions. We advise you on the strategies available to achieve your objectives and work with you on deciding which are most appropriate.