My Wealth Journey

DISCOVERY

“Why” is the first and foremost question in any discovery process. Why do we want what we want? Why do we do what we do? In discussing your goals, ambitions and dreams we help you visualize where you want to go and, as importantly, why certain obstacles may be holding you back.

STRATEGY

How we plan is by plotting a course towards tomorrow. We create a customized financial map based on you personal facts and long-term objectives discussed in your discovery meeting. Your information will be carefully analyzed and will ultimately establish the path for your financial plan.

  • Personalized Next Steps
  • Customized Reports
  • Individual Financial Website

APPROACH

When we implement strategic actions and put your customized map into action, your “why” becomes “what”. What do you have? What do you need? What do we need to do now and further down the road? We will finalize and put into practice your customized navigation for success to plan and plot your financial progress.

  • Investments
  • Insurance
  • Will And Trust Strategies
  • Debt Structure
  • Cash Flow Analysis
  • Business Succession Planning

MAINTENANCE

We are your financial pilots at the helm of your lifelong voyage. No tangible investment plan is as valuable as that which is properly maintained. With regularly scheduled maintenance reviews, we will work together to help ensure your plan is meeting all your expectations and remains a living chart for any and all of life’s challenges – both planned and unplanned.

  • College Planning
  • Career Transitions
  • Bridge To Retirement
  • Relocation And Moving
  • Estate Strategies And Maintenance
  • Multi-generational Planning
  • Various Life Stages And Changes