Step 1
Crystalize your
Goals and Objectives
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Step 3
Collaborate with
our Team about you
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Step 4
Construct your
personal financial plan
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Crystalize your Goals and Objectives
Meet with your Personal Financial Coach and tell us about what’s important to you.
Collect accurate hard data
Make sure we have an accurate financial picture of you and sign up for your Personal Financial Portal.
Collaborate with our Team about you
We get a team of multi disciplined professionals together who will be involved in your plan.
Construct your personal financial plan
We analyze everything from your investments to your estate plan and then we stress test to give you personalized recommendations.
Collaborative Strategy Session
We will discuss our observations and results with you to get your feedback and go over different options to make sure the plan makes sense to you.
Implementation Plan
We will help you prioritize what to do first and make sure that your plan gets done. Since we are product agnostic, we can search for the products that best fit you.
On-going monitoring
We will continue to work with you and monitor the plan. Sometimes even the best mapped out plans veer off course.
