Our financial planning is conducted by a CERTIFIED FINANCIAL PLANNER™ professional utilizing robust, client friendly financial planning software. We follow a 6-step process of establishing the relationship, gathering data and goals, evaluation & analysis, developing recommendations, implementation and measuring progress. Financial planning is not a one-time event. It is an ongoing process that will need to be updated and adjusted over time to keep you on track to achieving your financial wellness.
- Complex and robust financial planning software that delivers results in a simple and intuitive format for you to easily understand.
- Be actively engaged in your financial plan through our client portal access and have the ability to run different scenarios.
- Access Document Vault to easily share financial planning data with your advisor.
- Securely link and aggregate all of your accounts into your comprehensive financial plan so they automatically update your holdings and values.