While investments are the cornerstone of a successful financial plan, the plan itself is the framework - integrating these two pieces is critical in meeting financial goals.
Our approach to financial planning is to leverage robust web-based technology to securely aggregate your full financial picture. We then create a personalized financial plan which we share with you in multiple formats, including through an online client portal. Finally, we work with you to monitor and adjust the plan as needed. We believe the financial plan should be a living framework, dynamically evolving as circumstances change, with continuous input from both the client and advisor, enabled by technology. Please watch the brief video below for an overview of this interactive process.