Our Approach
The Legacy Planning Process
Learning
The Legacy Plan Process begins with us taking the time to understand your personal and financial circumstances. We want to know what’s important to you, what you want to achieve, and how we can help create your legacy
Designing
After learning about you, we will develop financial planning recommendations and a selection of investments, and an allocation tailored to your financial objectives. We’ll tell you about our recommendations and outline the steps needed for implementation
Reviewing
Once you have approved the plan, we put it into action by reviewing the progress of your plan relative to your defined objectives and suggesting any changes where needed. While staying aligned with your goals, we keep you informed on the current market trends and how they affect your portfolio. Educating our clients on regulations and market changes is very important to us
Adjusting
As the markets and global economy shift or you experience life’s momentous milestones, your portfolio should adjust accordingly. The Legacy Plan Process is created to best serve our clients and their personal plans, no matter the stage of life