Our Approach

Our Approach
We believe that financial planning is a process, not an event. That process has five very important steps:
  1. Identify the goals and objectives of the individual
  2. Take a complete financial inventory and determine the individual’s attitude concerning risk, taxes, inflation, diversification, liquidity and flexibility.
  3. Analyze the individual’s situation and design a financial plan that will help attain the stated goals and objectives.
  4. Implement the recommendations of the financial plan.
  5. Review the plan periodically to determine one’s progress and make any necessary changes.
Our role in this process, using a team of professional advisers (accountants, attorneys, insurance specialists and trust officers), is to provide the individual with informed choices, having the individual make the decisions.This service is provided for a fee.