Each client is different and will have different needs and desires, but the end goal for the us is always the same, to help build ﬁnancial freedom for everyone who depends on us for ﬁnancial guidance.
The process we follow to build ﬁnancial freedom is disciplined, rigorous and tested. Our approach is comprehensive and is designed to help you with any ﬁnancial need whether it be related to insurance, equities, tax strategies, debt, estate planning, succession planning or wealth accumulation. We ﬁrmly believe in process-over-product, which means that we will never put products before your needs.
If you give us 6 hours of your time and 60 days to get your “ﬁnancial house” in order, we will worry about your ﬁnances so you don’t have to. You work hard for your money and it is our job to make sure that your money is working hard for you.
We spend the time to understand your speciﬁc situation and we take great pride in being able to develop customized plans for each client. Our approach is designed to help you achieve ﬁnancial freedom so you can “live the dream.”
I. Completion of Basic/Undergraduate Education (ages 21-25)
- Understand important financial decisions to start your career
II. Professional Skill Development (ages 22-31)
III. Approaching End of Training & Early Career (ages 26-35)
IV. Growth, Accumulation, and Family Years (ages 35-55)
V. Approaching Retirement (ages 55-67)
VI. Retirement Years (ages 67+)
During Step 1, we educate you on financial planning & the steps to take to achieve your financial freedom
During Step 2, we work collaboratively to build a comprehensive financial plan
During Step 3, we take the actions to fulfill your financial plan
During Step 4, we work behind the scenes to review your plan and make necessary changes
During Step 5, we evaluate changes and implement steps
During Step 6, we periodically review your plan and make adjustments as needed