Strategy &
Stewardship.
"Finding the best person or the best organization to invest your money is one of the most important financial decisions you'll ever make." - Bill Gross
Pathfinder
Our Pathfinder Plan is designed for ambitious professionals in their 30s and 40s who are laying the groundwork for a prosperous future. This plan focuses on building a strong financial foundation, balancing current lifestyle needs with long-term wealth accumulation. We'll work together to navigate key life events such as career advancements, home purchases, and starting a family, while implementing strategies for efficient investing, risk management, and tax optimization. The Pathfinder Plan sets you on course for financial success, ensuring you're well-prepared for the opportunities and challenges ahead.
The Horizon Plan caters to individuals within a decade of retirement, helping you make the crucial transition from wealth accumulation to preservation and distribution. As retirement draws closer, we'll fine-tune your investment strategy and create a comprehensive retirement income plan. This plan addresses key concerns such as healthcare costs and Social Security maximization, so you can step into retirement with a clear plan and real confidence. We coordinate closely with your tax and estate planning professionals to make sure every piece of your plan works together. The Horizon Plan ensures that when retirement arrives, you're ready for it.
Horizon
Summit
The Summit Plan is tailored for retirees focused on maintaining their lifestyle and preserving wealth. This comprehensive plan encompasses retirement income distribution strategies, regular reviews to keep your plan aligned with your life, and guidance on complex financial decisions, healthcare considerations, and investment opportunities. A key focus is Social Security maximization — ensuring you make the most of this crucial resource before and throughout retirement. You've spent decades building this. The Summit Plan is about protecting it — and making sure it works for you every step of the way.
We keep our process simple — but intentional. Here's how we get to know each other:
It starts with a conversation. We get to know you, share who we are as a firm, and ask the right questions. We'll review your investment statements together and begin to understand where you are today and where you want to go.
1. Discovery
2. The Financial Plan
We come back to you with a plan. For those within a decade of retirement, this means a focused look at what your retirement picture looks like and what it takes to get there. We also go deeper into our values and how we work.
3: Prescribe
After two meetings and the work we've done in between, we're ready to put it all together. We walk through our specific recommendations for your investment accounts, establish how often we'll meet for reviews, and outline the frequency of financial plan updates — painting a clear picture of what the relationship looks like going forward. By the end of this meeting, both sides should have a clear sense of whether we're the right fit for each other.