We often tell people that by starting at a different place: we end at a different place; a place that matters to you.
Our clients generally come to us with a variety of goals, fears, holdings and previous advice, yet very few have a written financial plan that pulls it all together. And why try to pull it together if it isn’t driven from a person’s real values?
That’s where we start. In fact, that’s also where we end up. Everything we do, at each part of the process and often for years after, we back-test everything against your values. Through warm, friendly discussion, we together determine the things that really matter to you, your concerns, your goals, your treasures. Finally, once we have statements of where you are today, we go to work on your behalf, designing a road map to lead from present to future with confidence.
Our work is written in customized reports that are tailor made for you. We review the reports together and answer any questions that arise. Often, we end up re-writing parts of the report based on further feedback from you. Finally, a checklist is presented with priorities noted to enable sure implementation of the desired results.
But our job doesn’t end there. With scheduled follow-up meetings, by phone and in person, we keep the plan current to keep you on your path.