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Your Wealth Advisory Process

It Starts Here. The LifeMap.

While some advisors focus on your money and statements first, we focus on you. We find that one of the most important components of any successful advisory relationship is truly understanding who you are as a person.

The LifeMap helps us do just that and as the graphic below shows, we want to understand what’s important to you in a number of key life areas.  

The Next Step. Make A Plan

Now that we have discovered and understand what matters most to you, we work together to develop and implement a financial plan to make sure your money is being used most effectively to achieve your goals. We use what we have learned from the life map discovery and combine that with the categories in the wealth pyramid below as the basis for your plan. 

We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals 

The Final Step. There Isn't One

The LifeMap and financial plan are only the beginning of the process. This is a long term relationship. The plan will continue to evolve over time. Life is never static so we closely monitor your plan and make sure that we make adjustments as your life changes. In addition, as financial markets go up and down, we help manage the level of risk in your portfolio through periodic rebalancing. 

To get started with your personal wealth advisory process, send us a quick email, call the office or complete the form below. We would welcome the opportunity to speak with you.  |  865-342-7766

Thank you!