We offer a comprehensive financial planning process that evaluates where you are today in relation to your financial goals. The first step is to meet with a Relationship Manager to determine your service needs. We offer three different plans: Executive Advantage; Planning Advantage; and Coaching Advantage.
Once your plan type is determined, you are assigned a team of financial planning professionals. They meet with you to discuss your financial goals, risk tolerance level, and review any documents needed to compile an accurate snapshot of your personal financial picture.
The culmination of this information allows us to create a customized financial needs analysis report that identifies where adjustments need to be made. This provides a framework that allows you to start collaborating with your investment team members.