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Financial Planning

Retirement Planning Process

LISTEN: First we conduct a thorough assessment of your current situation. We take you through a set of deep quantitative and qualitative questions to get a clear understanding of your financial goals, concerns, and dreams.

GATHER: We then analyze your investment and risk management portfolios and any other existing planning you may have in place to identify gaps that may exist.

DESIGN: Working closely with our subject matter experts and your existing advisors, we design a financial plan that aims to meet your goals, concerns, and dreams in an efficient and effective manner.

BUILD: We share our recommendations with you and your team in a series of written reports. In addition, we educate you on the rationale behind any potential strategies from a holistic perspective.

SERVE: Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place and their capacity to continuously meet your goals.