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Personalized Planning Process

A custom framework for your financial picture

Your values, concerns, priorities and objectives are unique. Your financial plan should be, too. We begin by asking questions to understand you and what you value. Only by uncovering what’s most important to you and your family, can we provide you with a customized financial planning framework that matches your situation and goals.

After your personalized financial plan is implemented, we monitor its performance, remaining in close contact with you and amending your plan as life circumstances and world events dictate. We believe a personalized financial plan is your guiding path toward financial confidence.


It all starts by getting to know you

  • Understand your values and priorities
  • Explain our philosophies and services
  • Are we aligned?
  • Obtain your full financial picture
  • Identify your goals, risk tolerance and timelines
  • Assess your threats, opportunities and strengths
  • Evaluate current situation relative to goals
  • Identify strengths, shortfalls and opportunities
  • Develop written comprehensive Wealth Plan
  • Kolbe Profile assessment
  • Risk Tolerance valuation
  • Discuss goal achievement strategies
  • Examine comprehensive recommendations (retirement, investments, risk management, estate, taxes and philanthropy)
  • Address questions or concerns
  • Develop implementation timeline
  • Open new accounts
  • Initiate transfer of existing assets
  • Execute trades from agreed-upon strategy
  • Monitor & update progress
  • Set up online account access with “House Call” if necessary
  • Schedule review meetings/revisit goals
  • Compare goals to results
  • Discuss changes to financial situation
  • Rebalance and adjust plan as necessary
  • Coordinate with other advisors