Advice for Life
Our approach to financial planning is called Advice for Life which recognizes that we’re all on a special journey—and that each of us requires a road map to help us get to where we want to be. This disciplined planning process has helped many clients better understand the financial decisions that support their situation, and improve family communication regarding money issues.
The financial planning experience progresses through four stages:
Discovery – To create a clear financial picture
Planning – To analyze your goals and resources
Solutions – To develop strategies and prioritize actions
Monitoring – To update your financial picture and revise the plan
We believe planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future. The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing change in your life, your resources and the financial decisions you need to consider. It is customized to your objectives, priorities, and values. It is a comprehensive and integrated, capable of addressing a wide range of financial circumstances and concerns.
Inside our financial planning platform through LPL Financial, called WealthVision, you can view everything about your financial and estate plan in one place making your personal financial life easier. All of your information is password protected in a secure, encrypted personal web address, easily accessible only to you and your financial team.
