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Life By Design Process

Our Life By Design™ process consists of designing, creating and monitoring your financial plan by starting with three very important ingredients:

  • One of our experienced team of professionals will work one-on-one with you.
  • Our state of the art technology which allows us to analyze, consolidate, organize, design and track your plan.
  • Our local and national network of outside expert professionals such as attorneys, accountants and appraisers, who, when appropriate, we can recommend so they also become part of the solution for your success.
  • Step 1 - Guided Discovery

    In a one-on-one meeting we will listen to your goals and concerns, conduct guided fact gathering, and explore your financial priorities.

    Click here for our Life By Design Questionnaire

  • Step 2 - Input & Analysis

    We will perform the heavy lifting of bringing together the various pieces of your financial life, analyze them for gaps, and then formulate your complete plan.


  • Step 3 - Define & Design

    Clarify your values and goals – together we focus in on discovering your values and goals, ensuring that they are the driving force of your financial plan.


  • Step 4 - Develop Your Personal Success Strategy

    We carefully craft a plan that is unique to you, covering many aspects of planning such as: retirement, estate, investment, insurance, tax, education planning, and even special projects.


  • Step 5 - Implement Your Personal Success Strategy

    We come together to make final strategy decisions, implement insurance solutions and execute investment strategies.


  • Step 6 - Continuous Review

    We will oversee your plan on a continual basis, monitoring your investments for needed adjustments and changes. Semi-annually we will conduct a broad review of your financial plan. Once a year we meet for an annual review to update your financial plan focusing on your Life By Design.

    Click here for our 10 Point Annual Review Checklist.


          Click here for our Privacy Policy and Disclosure Brochure ADV Part II
 

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