“Excellence is to do a common thing in an uncommon way.” – Booker T. Washington

“Excellence is to do a common thing in an uncommon way.” – Booker T. Washington

Our Process

Our approach to financial planning begins with learning about you, not your statements. Understanding the challenges you are facing helps us as we develop our approach to your situation. Are you caring for elderly parents? Do you have a special needs child? Are you considering a new career following “retirement?” These are the factors that make you unique—and they can have a significant financial impact for you and your family.

Once we have this outline, we take a financial snapshot of where you are now. This includes reviewing current investment holdings as well as looking at your broader financial picture. From there, we help you to define specific financial outcomes that you desire. This is more than “a comfortable retirement” or “saving for my kid’s college expenses.” We help you to identify what a comfortable retirement looks like by determining how you can most effectively supplement your pension or Social Security—what specific amount is needed to make your retirement comfortable. More importantly, we project what income will then be needed over the course of your retirement. Then and only then do we begin the process of identifying strategies that can fund your needs. Our goal is to provide a plan that meets these objectives while managing risk. Upon implementation, we will make adjustments or recommendations from time to time in order to move you closer to your goals and sit down with you regularly to see how the plan is progressing.

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