This step officially kicks off the core of our planning process. A successful, long-term strategy is built on a foundation of accurate and comprehensive data. To build your plan, we will guide you through two key actions:
Connecting Your Digital Hub: We will send you a secure link to our powerful financial planning software. This is where you’ll connect your accounts, which provides us with a real-time, consolidated view of your assets, liabilities, and spending.
Gathering Key Information: We will also securely collect other important information—such as goals, tax returns, or insurance policies—to ensure no piece of your financial puzzle is missed.
This isn’t just a data-gathering exercise for us; it’s the creation of a dynamic tool for you. Once this step is complete, your plan becomes a living resource.
Through your client portal, you will be able to:
Track Your Entire Net Worth in one place.
Monitor Your Progress toward the specific goals we set.
Create and Manage your own budgets if you wish.
By taking the time to get this right at the start, we ensure the plan we present is accurate and that it remains a valuable, ongoing resource for your financial life.
We invite you to schedule a brief introductory call to discuss your financial goals and learn more about how we work. This is a no-obligation conversation designed to answer your questions and determine whether our approach aligns with your needs.
