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Phone (651) 998-9822

Fax (651) 203-3516

Our Process

The pace and complexity of managing modern finances leaves many people feeling unprepared or uncertain about their financial future. Our advising process is comprehensive, customized to your objectives and capable of addressing a wide range of financial circumstances and concerns. We partner with you to pull all of your finances together and organize them in one centralized location, in order to better position you to pursue your financial goals and aspirations.

Discovery

Before we get down to crunching numbers, we’ll talk about the things that are most important to you— your family, community, pastimes, or church. For example, we will ask a lot of questions about what you are really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now so that we can know how to move forward.

Planning

Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.

Strategies

A benefit of holistic planning is that it provides a comprehensive view of every area of your financial life. During this phase, we will recommend specific strategies to help match each of your goals. This is where we implement your customized plan.

Monitoring

Just when you make plans, life happens—and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We’ll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary. We also pride ourselves on providing you with ongoing support for you and your entire family.

Wealth Management Presentation