Your financial life is like a complex jigsaw puzzle, with pieces for your career, investments, family, and retirement. Many people start by trying to force the pieces together. We believe the first and most important step is to look at the picture on the box.
Our financial planning process starts by understanding the big picture—your unique values, priorities, and goals. By seeing the complete vision for your life, we can collaboratively build a strategic plan that aligns every piece of your financial world, maximizing your potential to achieve true financial freedom.
To ensure your plan is comprehensive and effective, we follow the CERTIFIED FINANCIAL PLANNER® professional standards of excellence. This structured, iterative process ensures that we cover every detail and that your plan evolves with you over time.
It all starts with you. We begin by listening and learning about your life, values, and current financial situation. This is the foundation upon which your entire plan is built.
We work together to define and prioritize what you want to achieve. Whether it’s a comfortable retirement, funding your children’s education, or leaving a legacy, we help you create clear, actionable goals.
Next, we evaluate your existing financial strategies to see how they align with your newly defined goals. We identify what’s working well and uncover potential risks or opportunities you may not have realized.
This is where we sharpen the axe. Drawing on our analysis and expertise, we craft a detailed, strategic set of recommendations designed to serve as the roadmap for achieving your goals.
We walk you through your financial plan in a clear, straightforward way. Our goal is for you to understand the “why” behind every recommendation and to feel confident and empowered by the path forward.
A plan is only as good as its execution. We don’t just hand you a document; we actively help you put your plan into motion, coordinating every step to make the process seamless
Your life isn’t static, and your financial plan shouldn’t be either. We continuously monitor your progress and meet with you regularly to make adjustments as your circumstances change. This ongoing partnership ensures your plan remains relevant and effective for years to come.
A professional process deserves professional technology. Instead of relying on static spreadsheets, your financial plan is built within a robust, dynamic software platform that provides a complete, real-time view of your wealth.
Consolidated and Clear: Your plan lives in a single, secure location that is fully integrated with your THOR client portal. No more juggling multiple logins and statements to see the full picture.
Always Up-to-Date: By linking your accounts, the system automatically updates your information, providing a live snapshot of your net worth and progress toward your goals.
Deeper Insights: This powerful tool allows us to model complex scenarios and stress-test your strategy, leading to more informed conversations and confident decisions on our journey together.
