Values-Based Financial Planning

Financial planning is an interactive process that generally progresses through these phases:

  1. DiscoveryIdentify and evaluate your most important financial objectives as well as potential impediments. 
  2. Determine the RouteEvaluate what is required to close any planning gaps and decide if the desired course is viable. 
  3. Embark on your Journey: Implement the appropriate strategies identified above.
  4. Stay on CourseManage the results for the duration of your journey

Making great decisions about your wealth starts with a well thought out strategy and an understanding of your destination.

A financial plan is never static… Personal, professional, economic and tax circumstances will all evolve over time. Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires, goals, and circumstances is critical.