Our Financial Planning Process
Our Process
We have developed and refined our signature process: the LifePath FORMula™
This framework gets all the pieces of your financial puzzle together and helps keep them there.
This is a Life-Long Journey
Building wealth doesn't happen overnight. You'll need a guide that can walk with you through the ups and downs of life's financial jouney.
The LifePath FORMula™ Process
While this process is all-encompassing, it's also dynamic and flexible with a constant awareness of change in your life.
As we design your financial plan, we'll ensure you never lose sight of these two elements of achieving financial independence:
What Matters
Financial Independence is so important to our clients because money is how we accomplish our life's most important goals.
Family
Time together with your most treasured relationships, support, life & legacy goals.
Occupation
You may aspire to a work-optional lifestyle or full retirement in the future.
Recreation
We all have a bucket list, and we'll need the time and security to accomplish them.
Money
Financial Independence is important to our clients because money is how we accomplish our goals.
What You Can Control
"We achieve our best results when we focus on the set of the sail, rather than the direction of the wind."
Philosophy
Steward the resources in seven areas of your life, based on your specific needs.
Strategy
Walk through financial self-discovery, specific design, and deployment.
Process
Regularly review & update, keeping the picture in focus over time as things change.