Our Process

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Individualized, Value-Oriented Services
When you meet with one of our wealth advisors, you can be assured of a personalized one-on-one analysis that’s designed with your specific needs in mind. We take a value-oriented approach to addressing your needs. We’ll take time to learn about you and your financial objectives and then offer strategies based on your input.

Discovery
Before we get down to crunching numbers, we’ll talk about the things that are most important to you—family, community, pastimes, church. We’ll ask a lot of questions about what you’re really thinking, feeling, and worried about, as well as your experiences with money and what you’ve accomplished so far. Together, we’ll figure out where you are now.

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 in 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 all areas 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.