OVERVIEW OF OUR PROCESS

Overview of our process and creation of your Dynamic Personal Life Planning report

In step one, we help in identifying personal goals, and dreams, that are important to you, identifying what you really want to happen in your life, both now, in retirement and beyond.  Step one will help guide us in creating your Dynamic Personal Life Plan.

In step two, and in conjunction with your goals, we review your financial resources.  Then, we work together and prepare your Lifestyle Planning report that provides you with a clear inventory of your income, savings and investments, spending, taxes, your insurance protection, and a projection of your legacy.

In step three, we work closely with continued development of your Dynamic Personal Life Plan and Lifestyle Planning report.  You bring the reports to life— helping us to help you reach your goals, achieve peace of mind, and reach a high state of financial strength.

Finally, we manage your investments through the uncertainties of the market, keeping your goals always in mind. Your assets are kept with a large, independent custodian for safekeeping and are managed from a low cost and tax efficient perspective.

Along the way, your plan is updated as your life circumstances change, and as your goals are achieved, we help you identify your next challenges.

We serve as your financial bodyguard against the creative scamsters and those companies whose business model is to take as much of your hard-earned assets as they can get away with. As independent fee-only planners, we make you our first and only priority. There are no commissions, referral fees or hidden charges.

Financial strength and peace of mind starts with just a phone call or email.  We welcome your questions about our professional credentials and investment philosophies — and most importantly, about how we can help you live your best possible life.