812 Ludington Street
We provide insight and direction for our clients and help build and monitor a comprehensive financial plan. Better outcomes come from being proactive about and planning for what is most important to you financially. We are trusted advisors as well as educators.
What does Comprehensive Financial Planning mean? Who do we help? What problems do we solve?
When managing assets, we uphold the fiduciary standard.
Step 1: Establish & Define RolesWhat are goals and objectives?What concerns are we trying to solve?
Step 2: Gather Relevant Data & InformationWhere are you today?Prioritize goals
Step 3: Analyze & Evaluate DataDevelop financial strategiesStress test different scenarios
Step 4: Present Financial PlanPresent recommendationsRoad map toward goals
Step 5: Execute PlanDefine time frames and responsibilitiesFollow through on course of action
Step 6: Review & AssessAre we still on track?Monitor progress