We use a methodical four-step process to unearth your individual priorities and specific life circumstances:
Discovery
Before we get down to crunching numbers, we will talk about the things that are most important to you, such as family, community, pastimes, or values. We will ask a lot of questions about what you’re thinking, feeling or worried about; your past experiences with money; and what you’ve accomplished.
Planning
Based on our discussions in the discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and identify any gaps that may exist. We will consider the financial implications for each goal we discuss, and construct a plan that supports them.
Solutions
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 solutions to help match each of your goals. This is where we implement your customized plan.
Monitoring
Just when you make plans, life happens. Events large or small can change everything, so the monitoring stage incorporates tracking systems to keep your plan on target. We will help you plan for the unexpected, anticipate change, and adjust your plans as necessary.
You can rely on us to provide objective advice and unparalleled service, with your best interest always as our top priority.
Interested in learning more? Our professional portfolio managers and trust officers are local, so they’re available to meet with you.