We’ll design a personal financial plan for you and your family in just four simple steps.
The Diversified Solutions and Planning Process
Even if you feel competent enough to develop a plan of your own, we can act as a sounding board for your ideas and help you focus on your goals; using our broad knowledge of areas such as retirement planning and investments.
Understanding and defining your needs and objectives - as well as educating you on suitable and appropriate financial strategies - is the key to successful financial planning.
We’ll design your personal financial plan for you and your family in 4 simple steps:
Step 1: Discover Your Goals and Values
We first start off with a private consultation that is a result of either a Private Investor Event, Retirement Planning class, or a client referral. The first meeting involves getting to know each other and finding out what your ultimate goals and value are in life.
Step 3: Quantify Your Risk and Implement Plan
The next step we'll take is really asking, "Where do we go from here?" We need to quantify your risk or your investment policy statement. Once established, we then implement the recommended plan. This plan may involve many investment strategies working together for the common goal.
Step 2: An MRI of Your Financial Situation
To achieve your goals and objectives, we must know where we are financially. This step is a full investment analysis of your current financial situation. We call this analysis an "MRI". We look deeply into your investments, looking for diversification, overlap, portfolio costs, and risks.
Step 4: Stay on Track - Coaching & Adjustments
Throughout the process, we continue to educate you, which leads to understanding and confidence and peace of mind heading into retirement. Coaching is ongoing throughout this process and beyond. It lasts a lifetime and adjustments may be needed along the way to stay on track.