Our Process
Beginning your journey toward financial well-being can feel complex, but understanding the path ahead can provide clarity and confidence. Our firm believes in a comprehensive approach to financial advice, taking a holistic view of your financial life to address all contributing factors. We invite you to explore our four-step process, designed to educate, build trust, and deliver unbiased guidance tailored to your unique financial picture.
Discover how our Panoptic Plan can help illuminate your financial landscape and empower proactive decision-making. We encourage you to dive deeper into our process and consider scheduling a no-obligation discovery meeting to see how we can work together to help you pursue your financial goals.
Discovery Meeting
Let’s get to know each other. This no-obligation discovery meeting is a chance for both you and us to ask questions and learn about each other’s values and goals. We will outline our processes in more detail so that you can make sure we’re a fit for what you need. We prefer to have an open conversation rather than just presenting a sales pitch.
Panoptic Life & Financial Plan
Let’s get a little more formal. Completing our Panoptic Life & Financial Plan allows us to better understand your entire financial picture so that we can recommend proactive financial planning measures. We’ll ask about your financial information, tax strategies, spending habits, insurance details, family makeup, future goals, estate planning, philanthropic interests, and more.
Risk Assessment & Strategy Selection
Let’s make sure we’re on the same page. Now that we have an idea of your financial situation, we want to understand your views on risk and returns so that we can build a strategy catered to your goals and risk tolerance. We strive to be transparent and thorough so that everyone remains comfortable with our plan of action.
Account Setup & Ongoing Management
Let’s make it official. Once we’ve agreed on an appropriate path forward, we will deliver the necessary disclosure documents, complete the related agreements, and work with you step-by-step to setup your new accounts. Assets will then be moved, and management will begin. We will then set time for follow up meetings and periodic reviews.