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Our Process

Panoramic Planning Process

Your vision of financial independence is unique and so is our approach. Through our Panoramic Planning Process, we tailor a plan to your individual aspirations, priorities and needs. We design, implement, and continuously adapt a strategy that evolves with your goals and changing circumstances.

Onboarding

Ongoing Service

30 Day Check-In

180 Day Check-In

Ongoing Service
(Semi-annual & Annual Check-ins)

Onboarding
Introduction

Initial meeting to get to know each other, set expectations and outline the planning process.

Onboarding
Discovery, Vision, & Values

A detailed conversation to understand your financial goals, values, and vision for the future to ensure a personalized approach

Onboarding
Comprehensive Analysis

In-depth review of your current financial situation including assets, liabilities, cash flow, and risk factors.

Onboarding
Personalized Panoramic Plan

Custom financial strategy tailored to your unique goals, priorities, and needs.

Onboarding
Plan Implementation

The strategy is executed with all steps carried out and set-up for ongoing monitoring and adjustment as needed.

Ongoing Service
30-Day Check-In

Ensure your strategy is on track and address any questions or concerns you may have.

Ongoing Service
180-Day Check-In

Progress assessment and initial strategy evaluation. Make any needed  adjustments to ensure proper alignment between your plan and goals.

Ongoing Service
Annual Check-In

Plan, strategy, and performance reviews. Revisit your long-term goals in the context of your plan to ensure appropriate, ongoing alignment. Determine whether adjustments are needed.

Answering the most pertinent questions in your financial life is our top priority.

• Am I okay financially?
• What do I need to do to be ready to retire?
• How do I improve my investment returns?

• Are my assets sufficiently protected?
• What financial risks do I face and how do I address them?

• Am I paying too much in taxes?
• How do I make sure my desired heirs receive what I want them to have?

Step 1 – Initial Consultation

Not all wealth managers are created equally. Let’s take 15 minutes to find out if our expertise is a good fit for your unique situation. We want to make sure we can provide you with the service you need.

Step 2 – Onboarding

We need to know all about you to be able to provide value added insight. The information and documents you provide will give us a thorough overview of your financial situation.

Step 3 – Information Gathering

We may need to clarify some of the details you provided us. This is a good opportunity to do so. More importantly, we want to make sure we fully understand your goals and your concerns.

Step 4 – Plan Development

Here’s where our expertise is put to work. We review and analyze all the details of your financial life to be able to answer your most pressing questions (see the list above for some examples).

Step 5 – Plan Presentation

This is where we prove our worth. We present to you, in a clear and concise manner, our findings and what action you need to take to achieve your life and financial goals.

Step 6 – Plan Implementation, Monitoring, and Adjustments

At this point, we should have been able to demonstrate our expertise and ability to help you achieve your goals. If you still have questions, now is the perfect time to ask them. We will gladly answer them. If you’re ready, we will start the paperwork to become a client.

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Through our comprehensive review and analysis, we provide clear, concise and actionable plans and guidance you can understand, empowering you to make the best-informed financial decisions possible.

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