Following a Thoughtful Process
To Help You Move Forward with Confidence
Pursue Your Dreams & Retire in Confidence
With a Custom-Made Bucket Plan®
We’ll craft a comprehensive strategy for your wealth, known as The Bucket Plan®. This approach divides your wealth into three categories, or “buckets”: now, soon and later. By adhering to this philosophy, you can live well now – while having confidence that resources are prepared for the months and years ahead.
The Bucket Plan® Process
Discover Where You Are Now
In our first few meetings, we’ll get to know all about you and your goals. Our team will let you know more about our process and the services we offer. During this stage, you’ll help us lay the groundwork by giving us a clear look at your current finances and taxes. Together, we’ll define your priorities before moving forward.
Design Where You Want to Go
At this point, we’ll start crafting your strategy. This involves organizing your financial life to align with your objectives, helping you understand your net worth and assessing your cash flow. We will also review your tax return to identify tax-efficient retirement planning opportunities, and analyze your investments to develop a retirement investment strategy aligned to your risk tolerance. After this in-depth review, our team will develop your holistic plan.
Deliver Your Holistic Financial Plan
Our team will finalize your customized Bucket Plan®, which, among other components of your finances, includes aligning your investments with your market volatility tolerance, building a tax-efficient withdrawal strategy, and support your overall cash flow planning. We will let you know if anything needs to be done on your end, and we’ll implement the rest.
Dedicated Service and Support
Given our holistic wealth management approach, your plan is designed to provide support for the rest of your life – helping you avoid running out of money, adapt to life changes, and stay on track with your retirement lifestyle goals. We will actively manage your plan, and we’ll be here if you need advice at any point throughout the year. Our promise is to be proactive and hands-on with your financial strategy. We look forward to meeting with you regularly throughout the year to talk through any life changes and update your plan accordingly.
