• Financial Planning

Financial Planning is an ongoing process that helps us determine what steps may be necessary to progress toward your goals.  It is the foundation of our relationship for individuals, retirement plans, trusts, and endowments.  Our "Commitment to Clarity" allows us to remain disciplined, to focus on executing our clients' plans while blocking out the noise that even distracts investors or boards with the best intentions.  Together, we will:

  1. Gain an understanding of your situation and how you make decisions.
  2. Define the scope of our engagement.
  3. Establish objectives & criteria for measuring risk, return, and defining success.
  4. Gather data, perform analysis, and recommend strategies.
  5. Implement the chosen strategy.
  6. Monitor progress and schedule future status updates.
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