The comfort formula combines your important financial information into a strategic plan designed to align future decisions toward a common goal—helping to provide you with a sense of comfort and confidence about your financial future.
Stage one: Initial meeting
In this stage we do a thorough fact finding, determine the appropriate tax bracket and set expectations for our relationship.
Stage two: Review of existing plan (if any)
Identify cash and insurance priorities, your current debt status and establish needs, wants and wishes.
Stage three: Wealth plan preparation
During this stage we conduct an analysis of projected results, determine the investment program, create tax-considerate withdrawal and wealth transfer strategies and implement the plan.
Stage four: Investment Review
In the last phase we incorporate financial pieces of the puzzle, implement modifications as needed and keep the plan updated through regular discussions and reviews.