“If you don’t know where you are going, you’ll end up someplace else” - Yogi Berra
Going Beyond the Numbers—Realize YOUR Financial Vision for Life®
The future is wide open … enticing and unnerving. Through goals-based financial life planning and a fee-only, fiduciary relationship, we’ll take you beyond the numbers, toward your ideal future. Our personalized process leads the way, as we:
Step 1 – Imagine
Getting to know you well, helping you envision the possibilities: We want to get to know you. We will embark on a personal discovery process to uncover what’s important: your critical values, your relationships, and unique life goals, learning your deepest wants and needs.
Step 2 – Interpret
Translating your financial vision into a lifetime plan of action: Once you have provided us with your current financial situation, we will help lay out a path to get you from where you are to where you want to be. We spend time getting to a plan that works for you. The best plan is one that is tailored for your priorities.
Step 3 – Implement
Integrating evidence-based investing with your greater financial interests: With academic research and financial science as the foundation, we build a portfolio with distinct objectives and attainable action items, while coordinating tax efficiency, risk management and estate planning to confidently take the guesswork out of what you need to create the financial future of your dreams. We will work closely with your tax advisors, insurance advisors and attorney to assist in implementing your plan.
Step 4 – Inspire
Maintaining your financial balance through life’s many transitions: For better or worse, life happens and plans change, we want to partner with you for a long term relationship, where we help you monitor and adjust to whatever life brings. Don’t let the uncertainty of life catch you off guard. Let us help you proactively plan to adjust.