Especially when major life transitions are involved, hard decisions become a little easier if you know why and how you’re making them. For that, we’ve developed a collaborative five-step planning process.
Explore: Holding upfront “getting to know one another” conversation.
Engage: Collecting financial data and connecting it to your personal circumstances, values, and goals.
Envision: Visualizing and clarifying your ideal future.
Enlighten: Shoring up your investments and considering “What If?” scenarios.
Empower: Tying it all together.
Once your upfront financial planning process is complete, we embark together into your ongoing wealth management.