Holistic Planning in Your Best Interest
We believe in having intimate conversations and taking proactive steps towards your financial health. Our work together can lead to improved outcomes and provide you with a sounding board for making decisions that arise as your life inevitably changes. Since we foster close, lifelong relationships, we always have a preliminary conversation to see if we’d be a good fit for a long-term collaboration.
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, analyze your investment risk. After this in-depth review, our team will develop your plan.
Deliver Your Holistic 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 and optimizing your cash flow. We will let you know if anything needs to be done on your done, and we’ll implement the rest.
Dedicated Service and Support
Given our holistic approach, your plan is designed to provide support for the rest of your life—just like our team does. 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.