How Do We Do What We Do?
Our planning services include mathematical analysis and forecasting, professional evaluation and advice, specific recommendations, support, a structure for making decisions, and accountability--all so that we can enable people to make effective financial decisions, and to find ways to become more effective in their personal and business lives. Often people work with us to put issues into perspective, and to make important decisions that require professional analysis. We have formed several strategic partnerships that provide us with world-class tools for our planning and analysis. These tools include fact-finding questionnaires and problem-solving resources for over 50 life transitions and computerized planning tools that enable us to do unlimited what-if senarios.
We have a comprehensive, systematic approach to monitoring your progress towards your goals. Many of these processes require intensive analysis by various members of our team and then communication of any necessary changes to you.
Each year, we come back to the goals and see what, if anything, needs to be adjusted to the financial analyses, the financial plan and the action items for the coming year. Have any internal family or business events occurred that might trigger changes in your financial goals? Based on reasonable projections, are you on track to achieve your goals? Can anything be done to decrease the risks associated with accomplishing your goals?
The most important element of getting the most out of a financial plan is giving it a chance to work. This involves following through on the smallest details. This does not mean that everything must be done exactly as it is initially planned. It means that when an element of the plan needs to change, it is changed through the planning process.
Financial planning is an investment. You are not just paying for the work we do; you are investing in the commitment you make to yourself to become financially independent and secure. This commitment extends into everyday life. Our fees are structured as an annual retainer, payable quarterly.
