Our Planning Process
How we tailor your values to your goals:
1. Getting to Know You
This complementary, no-obligation conversation is where we learn more about you, including your goals, values, and current financial picture. Together, we create your financial roadmap, a personalized plan that connects what matters most to you with the strategies needed to pursue your goals. Whether your needs include tax planning, retirement, estate planning, or specialty planning, our team has the resources and local experience to support you at every turn in your roadmap.We create strategies that are tailored to your needs and goals.
2. Planning
Using AssetMark, we build a comprehensive financial plan guided by your financial roadmap. This may include:
- Investment Services: 401k and retirement plan analysis, personalized investment
- solutions.
- Tax Planning: Review of tax return savings opportunities, coordination with tax preparers.
- Retirement Planning: Income analysis, distribution strategies, and Social Security analysis.
- Estate Planning: Review of current plan, coordination with attorneys, guidance through life milestones.
- Specialty Planning: Philanthropic considerations
3. Lasting Relationship
Your financial plan isn't something we build once; it is something we grow together. Through regular check-ins, quarterly reviews, and frequent availability, we make sure your plan evolves as your life does. Whether you're approaching retirement, running a business, or navigating a career transition, we are a dedicated team that cares about you.