Your Steady Financial Future Starts with a Solid Foundation
With plenty of earning years ahead, now is the right time to lay the groundwork for large life events both near and far. From saying “I do” to signing your first mortgage, our Custom Wealth Architect™ helps keep you focused for what’s next.
Phase One: Foundational Dialogue
During an introductory meeting, we’ll discuss your overall objectives, current level of financial satisfaction and future financial goals.
Phase Two: The Strategic Road Map
We’ll create a roadmap that will act as the foundation for your financial future. We will also provide insight and recommendations surrounding:
- Areas of concern (student loans, first home, etc.)
- Missed opportunities
- Coordination gaps
Phase Three: The Goals Navigator
We’ll focus on your specific and unique financial goals. This includes discussing your current situation as well as focusing on specific areas such as:
The Cash Flow Focus
Evaluation of where your money is coming from and what it is being put towards.
Alignment of your savings and investments with goals, values, and time horizons.
The Retirement Focus
Review of your financial vision and values to determine your financial independence threshold.
Evaluation of your ability to make major purchases and to maintain the lifestyle you desire.
The Risk & Estate Factor
Evaluation of survivorship goals and insurance options.
Design of estate documents making it easy for attorneys to ensure the documents align with your goals.
Phase Four: The Strategic Check Up
We’ll review and confirm that each phase of the process and the proposed solutions have remained in alignment with your future goals. We can collaborate with your tax and legal advisors as needed and deploy the wealth solutions in a timely manner. We’ll meet with you and other key stakeholders to debrief and present your strategic blueprint.
Phase Five: Ongoing Wealth Inspection
We’ll meet regularly to reflect, review and discuss your plans. To best serve you, our dynamic, relevant financial strategies will evolve with your changing needs and goals. We offer the following services:
Annual schedule of events
This is a calendar that covers all of your financial activities throughout the year and what you can expect from us.
Ongoing Wealth Inspection
We’ll revisit your strategic blueprint on a regular basis to ensure that you’re on track to achieve your financial goals, and if not, we’ll explore what can be done to get you back on track.
This document answers the most commonly asked questions and provides a summary of your overall financial performance.