Our Process

STEP BY STEP HOW WE OPERATE

Getting to Know Each Other

Our planning process begins with a conversation - a conversation about your values, your priorities, what keeps you up at night, and which financial goals and objectives you are trying to accomplish. It also allows us to convey our financial planning process, how we work with clients with similar circumstances and goals, and our role as Independent Fiduciary Financial Advisors. Ideally, our first meeting is face to face, but a phone call or zoom consultation is available as well.

The Discovery Process

All successful long-term financial planning begins with an analysis of your current financial situation. We will thoroughly review your assets, your liabilities, your taxes, your expenses, your company benefit plan, and estate planning documents. Putting the pieces of your financial life in order today is the first step in developing a sound long-term financial plan/roadmap for the future.

Financial Analysis and Strategy Development

After our discovery process, we will meet and review a detailed and custom financial planning analysis based on your unique situation. This analysis will provide a roadmap to the financial goals you have outlined to us. We will create action items and steps for implementing our recommended strategies. If in agreement, we will work to ensure your transition to our firm is seamless.

Ongoing Wealth Management

Financial planning is an ongoing process. We will meet on a regular basis, review your financial plan, and benchmark your progress against your established goals to be sure you remain on track. New goals and life changes will be integrated into your plan. We will coordinate with your attorney and accountant to align all aspects of your financial planning.
STAY UP TO DATE WITH US
180 Glastonbury Blvd.
Suite 102
Glastonbury, CT 06033
Client Relationship Summary
This communication strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IL, IN, MA, MD, NC, NH, NJ, NY, NV, OH, OR, RI, SC, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.
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