Personal Vision Planning®
Our proprietary Personal Vision Planning® process is an all-encompassing, four-step approach that ensures we lay the groundwork for a strong and successful investment strategy.
Get StartedIt’s about You and Your Vision
Our firm is dedicated to your Personal Vision Planning®, whatever your vision may be. While other firms focus on investments and the markets, we focus on you and your vision. This process is a partnership with you. Our team will help you define the goals that are important to you, implement a plan and then monitor your progress. Success is measured in helping you achieve your goals in a manner that is consistent with your risk tolerance, needs and vision.
Step 1:
Define Your Vision
We meet and discuss your overall vision for your future, including your objectives, tax and estate planning, and risk tolerance. At this stage, we ask questions, but most importantly, we listen.
Step 2:
Build Your Blueprint
We evaluate the information you provide and develop a personalized wealth management plan based on your unique goals, carefully aligning your needs with market realities. This blueprint guides every single step we take together to achieve your vision.
Step 3:
Lay the Foundation
Once all of your questions are answered and you feel confident in our recommendations, we execute the key action steps of your plan.
Step 4:
Monitor and Update
During this ongoing phase, we regularly assess your plan’s performance and make recommendations based on market conditions, the economy, and your vision. We reach out to you several times a year with proactive information. If your needs change, so does your plan.
