Broker Check

Independent Fiduciary Financial Planning Process

Our goal is to offer our clients an independent, objective assessment of their financial condition.  As fiduciary advisors our goal is to give you clear, unbiased, recommendations with your interests in mind.

Following a strong process we feel is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to help protect your needs now, and that helps you prepare for the future, in a risk efficient and tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will help grow and build wealth for you and your family.

We feel every plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. Your plan must also aim to build and maximize your wealth through a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your overall financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement.  

There are six steps to our financial planning process:

  1. Establish and define our relationship
  2. Gather your data and goals
  3. Analyze and evaluate your current financial status
  4. Develop and present recommendations and/or alternatives
  5. Implement our agreed to recommendations
  6. Monitor your plan

Our financial planning process will include:

  • Financial statement preparation and analysis (including cash flow analysis/planning and budgeting)
  • Insurance planning and risk management
  • Employee benefits planning
  • Investment planning
  • Income tax planning
  • Retirement planning
  • Estate planning

Reach out to us to schedule a confidential consultation by calling (301) 518-7330 or click here