Assessment
Clarify current planning gaps and opportunities
Reviewing and forecasting your Foundation Financial Plan against your financial goals provides critical insights into your current situation’s strengths, weaknesses, and opportunities. We use this assessment to uncover current planning gaps and opportunities.
Manage Risk
Understand the risks to success and the options available
Risk identification, prioritization, mitigation, and alignment are crucial steps. Some risks can impact plan success more than others and are specific to your situation.
Enhancement
Review potential strategies and their impact on your plan
Strategy options, design, and an illustration of their effect on your plan and financial success are crucial to making good decisions.
Implementation
Create an action plan toward financial success
The best-made plans are only useful when taking action towards them. We document, prioritize, and timeline your chosen planning strategy and guide you through the process.
Management
Provide a process for monitoring and adjusting your plan
We will continue to monitor your plan, adjust where needed, and adapt to the changing landscape ahead. As life changes occur, our planning process stays stable and works to keep you on track.
Discovery
We start our planning process with you in the center
Getting to know you, your unique situation, and what matters most to you is always our starting point and the most essential part of our process. Our process is focused on you, your goals, and your time frame.
Organization
Create your Foundation Financial Plan
Understanding your current situation begins with organizing your assets with a balance sheet, your cash flow with an income statement, and your desires by documenting your financial goals. This creates your “Foundation Financial Plan”, which provides the foundation of wealth management success.