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How we can help write your story

How We Work

Our process begins with the first meeting, in which we really just have a conversation. Of course, we want to know where you are and where you want to go financially. However, we also want to know why. Why is money important? What are your values? What will make our financial strategies successful in your mind? What do you want people to say about your family in 10, 20, 50 years?

The next step is to determine the strategies that should be implemented and work with you to identify the priorities and timetable.

Once the strategies are agreed upon, the implementation begins. This may involve insurance underwriting, annuity structuring, plan design, and asset allocation.

Finally, we review your plan regularly. As ages, needs, goals and circumstances change, we will determine if strategies need to be augmented in order to align and give the best chance for success.

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.