Helping You Achieve Your Goals Begins With Understanding Them.
Your needs and those of your family, your business and your future are unique and that’s how your wealth should be managed. We believe that by truly listening and understanding the life you envision, we’re able to offer financial advice and guidance that will help make it happen. We are committed to working with you to build a holistic wealth and financial plan that will not only help you achieve your investment goals but also manage and simplify all aspects of your financial well-being.
Everyone Has Their Own Definition of Wealth.
Study of human nature relative to how financial decisions are made shows people rarely consider all the consequences a decision will have on their financial future. Even in cases where an effort is made to evaluate the issues related to a decision, a wrong conclusion can still result because, unfortunately, the decision-making mechanism used by many may not always be rational.
Today’s Decisions Determine Tomorrow’s Results
So how do you make good financial decisions? The key is to make decisions while considering all the facts, and for the decision making to be effective therefore, the thought process should be orderly, methodical, and comprehensive. The terminology we use to describe this process is Strategic. We have defined and refined our 6-step Wealth Management Process, which we practice in our daily jobs to help our clients manage their financial well-being.
A Simple Approach To Address Complex Matters
Establish and Define Our Relationship
The first step should always be to have a good definition of both your short-term and long-term goals and objectives. This would include such things as knowing: The more clearly you help us define your goals and objectives, the easier it is to make certain that each of the decisions you make, is moving you in the right direction toward the attainment of those goals and objectives.
Gather Information on Current Financial Situation
Gather Information – “Fact Finder” Knowing where you are today is vital. Often people make bad decisions because they have failed to fully consider their current position. The information we gather is required to thoroughly assess your current financial situation.
Analyze – “Evaluate current Situation”
Knowing where you want to go (goals & objectives) and where you are now (information) provides the foundation for knowing what type of analysis is required. In most situations, the analysis performed will help us to better understand what financial strategies will help you to achieve your goals.
Financial Strategy -Develop and Present
After completing the appropriate analysis of your current situation, are you in a position to develop a meaningful strategy? A financial strategy is a set of instructions on what you need to do differently to achieve all your financial objectives.
Implement Plan and Recommendations
With knowledge of your Goals and Objectives and up-to-date Information on your current situation, we perform the required Analysis, develop the Strategy, and offer specific Advice and Recommendations to make the strategy work. Armed with your information, we will implement a plan and make recommendations.
Monitor and review recommendations.
Each time objectives are realized or changed, each time information changes, a new analysis, new strategy, and/or new advice may be required. It’s not a once-in-a-lifetime process but rather an ongoing for-life process. We like to keep complex jargons simple – Follow this simple process allows you to create and preserve wealth!
