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Eight Steps From Here To There
(click steps on image
above for specific information)
Step 1.
Listen & Learn
What's your history? Who is your family? What's your relationship
with money (your feelings, fears or insecurities)? Your attitudes
and concerns about money are highly individual. Listening to you
will provide us with a personal connection that's absolutely
essential, before any planning takes place. back to
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Step 2.
Understand the Vision
Once your children are grown, what's your goal? When
you retire from your job or business, what will you do? Do you dream
of a second career? Have you thought about relaxation, hobbies,
travel or further study? These may be unclear notions or long-held
ideas. Either way, we will help you define and clarify them so you
can reach out and touch your dreams. back to
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Step 3.
Take Inventory
This includes a complete review of your current
financial picture including portfolio of assets, income sources,
retirement assets, mortgages, personal possessions, debts,
obligations, wills, insurance, income taxes... the hard data for
understanding your investments as an individual or family.
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Step 4.
Hurdles & Challenges
Every
plan has unique risks ad a few obstacles. What stands between you
and your vision? Will you be caring for a family member? Is there a
health concern that could sideline your dreams? You may want a new
business, but will your finances let you start one? The better the
plan, the better you can foresee the obstacles... and prepare for
them. back to image
Step 5.
Create a Strategy
Our advisers will assimilate the information and create a unique
financial strategy tailored to fit your needs and vision. This
strategic plan will be structured to protect your wealth and keep it
growing under close scrutiny, so you can enjoy the full benefit of
having the income you need for retirement. The future starts here.
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Step 6.
Hammer Out the Plan
Our in-house money manager will work with you and your advisor for
this important session to implement the strategy. Ask as many
questions as you wish concerning recommended investments, and
receive detailed answers from the expert who will be placing and
managing your assets. This discussion will 'hammer out the details'
of asset allocation, accumulation and distribution.
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Step 7.
Feet to the Fire
It's no good having a plan if you don't hold someone accountable.
Our business is geared for long-term relationships of trust in
watching, monitoring, maintaining or calling clients, whenever
something needs their attention. You will see us at regular
checkpoints to review what's happening, to rebalance your portfolio
or make adjustments as needed. back to image
Step 8.
Strategy Updates
As time goes by new strategies may be needed to stay on track. Our
partnership with you is ongoing. It is our mission to safeguard your
portfolio, to spot changes relevant to your situation or financial
environment and to alert you to specific threats and opportunities.
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To get
started now, click here.
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