Our Process
The first step in our process begins with you and a complementary meeting. We can get the chance to learn more about what you want to accomplish, and you have the opportunity to get to know more about our firm and our service.
Some of what you will learn is that our process includes three essential components:
- A verifiable Economic Model or Financial Blue Print
- Defined Rules to measure financial decisions and Risk
- A Seasoned Financial Guide
After reviewing our process and any questions you may have, if we both determine we are a good fit we move on to the next step. We would ask you to complete a Confidential Financial Questionnaire and collect the financial documents necessary so that we can input into your personal Economic Model and watch it start to come alive.
Our Economic Model starts with taking an inventory and arranging your financial world into five separate categories, Protection, Savings, Growth, Cash Flow and Debt. We then begin analyzing each individual component of your present financial position. Together we discover how efficiently your economic world is running, what is working well, and what is not.
Once we identify inefficiencies, we also quantify how much that is actually costing you both now and in the future. We then move onto to a Macroeconomic or Big Picture function that allows us to discuss how coordinating and integrating financial decisions may reduce or eliminate these eroding factors of wealth.
Our process and technology allows us to project how certain economic variables may affect our wealth and income in the future and weigh strategies for optimal outcomes. We meet with our clients regularly to up date their model on an ongoing basis as life and events unfold.
