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    Financial Planning Process

Streamlined Methodology


Identifying Your Goals

Our first step begins with a thoughtful discussion of your needs and objectives. We work with you to set priorities for the short- and long-term, gaining a thorough understanding of your outlook, as well as your assets, to develop an individualized financial plan.

Establishing Your Financial Plan

Whether you are looking to establish a giving strategy, purchase another home, or secure your legacy, we design a plan to help meet your specific goals, within your time horizon and tolerance for risk.

Integrated Investment Strategy

We integrate your financial plan with an investment strategy that supports your larger, personal objectives. We will outline your goals along with the investment strategies chosen for them within a detailed personal investment plan. It delineates risk/return objectives, specific investments, your time horizon, tax considerations, and asset allocation.

Regular Management, Monitoring, & Review

Throughout the year, we oversee your financial plan and investment strategy, so that they continue to align with your objectives and the changing marketplace. We meet regularly with you to review your goals and investment objectives as well as coordinate with your other advisors as needed on an ongoing basis.

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