Once the Discovery process is underway, we then transition together into Planning for what matters to you. With your defined vision of the future before us, we begin with the end in mind and help you develop a clear and practical plan to get there.
To start, we review your current status and trajectory by answering the following questions:
- Do your current financial decisions reflect your values and the vision you have for your life?
- If you make no changes in your life, will you achieve what matters most to you?
If the answer to these questions is “yes,” then we will affirm your current path and recommend a plan to improve and enhance it. If the answer is “no,” then we will work with you to develop a course of action that most effectively points you in the right direction. The plan will address the various areas of your financial life including current and future cash flow, asset protection, strategies for the funding of future goals, estate planning and philanthropy to name a few of the most common areas we address for our clients.
This initial plan is only the first step. Our Planning process is interactive and ongoing. With that in view, we continue to work side-by-side with you to ensure that your plan is on pace and remains relevant as your circumstances change, because what matters to you, matters to us.