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Comprehensive Financial Planning

Our Approach to Financial Planning

A financial plan is a tool that defines what's important to us and how to get there. The process involved seeks to align our use of time and money with what matters most to us. We believe to achieve the best outcomes, we must first understand the characteristics and behaviors that motivate and guide your decisions. These values determine the purpose for guiding your financial planning decisions.

Know that the process is going to take a while. Financial planning is an ongoing method that involves goal setting, cash flow management, risk management, investment management, tax planning, and estate planning.

For the financial plan to be successful, we require that you be an active participant in the planning process. Understand that each part of the process involves information or participation from you and that you agree to stay engaged. The outcome of your plan hinges on your cooperation and involvement.

Remember, life does not often follow the linear path we expect it to; the unexpected occurs, or our plans change, so it's important to embrace that uncertainty and work with it. We do this by communicating with you and monitoring your plan regularly to ensure everything is relevant and up to date. If we find anything that will achieve a better result, we will take proactive steps to change it.

Foundational Work: What to Expect

To accomplish the planning process we implement a framework built on the following steps.