Our process begins by uncovering exactly where you are today. Leveraging technology we’ll work with you to create a household balance sheet by aggregating both assets and liabilities and track cash flows in and out of your accounts to set realistic budgets.
It's not a 60-page, retirement focused plan that gets stuck in a drawer and never revisited. By discussing your desired accomplishments we can plan for the things that really matter: targeted, specific goals, both short and long term. Then, we work to set up savings, investment or debt repayment plans to accomplish those goals in an optimized manner. Such goals could include:
- New Home Purchase
- Emergency Fund Funding
- Insurance Funding Planning
- Educational/College Funding
- Student Loan Repayment Planning
- New Business Funding
Finally, we implement the plan so you can relax. Utilizing evidence-based investment managers and strategies to monitor your plan you can concentrate on the things that matter in life. Our plans are built around your evolving life. Our monthly, retainer-based planning allows for frequent engagement with the client.