An Integrated Approach to Financial Planning

Our Approach

Matt and his team passionately and collaboratively align values and goals with financial decisions. They are dedicated to helping his clients achieve distinctive, substantial and lasting improvements to their financial security and, as a result, to their lives. 

Our Process

Matt and his team believe that the most important way to help you stay disciplined, focused and on track is with their comprehensive financial planning process. This process is designed to uncover your full range of financial needs, from wealth creation to wealth protection to preserving your legacy – and create a comprehensive five step plan to help get you there.

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How We Operate

  1. Discovery: One of the most important components of any successful relationship is a true understanding of your goals and dreams. In the Discovery Process, Matthew and his team focus on what is most important to you, both financially and personally, and address all major aspects of your financial life. What are your short term and long term objectives? How do you define success? What are your greatest concerns about achieving your goals? As part of this step, they will also make a “Mutual Commitment” to working together with you and putting your plan in place.

  2. Analysis: In order to have a clear picture as to where you stand, Matthew and his team will take a comprehensive inventory of your current financial position and evaluate strengths as well as any gaps or weaknesses. They then will assess which plan options best align your goals with your financial situation.

  3. Development: Based on their analysis, Matthew and his team will build a customized comprehensive financial plan which will address your unique goals and needs. This will be done within the budget parameters that you've set, and will serve as the financial foundation from which to build upon. They will develop both short term and long term plans leveraging a variety of world class products and concierge style services. Their focus will be on getting you from where you are today to where you want to be in the future, with the understanding that life is never static.

  4. Implementation: After approval, Matthew and his team work with you to execute your plans. You will receive a checklist that documents actions, assigned responsibilities and accountability, as well as critical dates.

  5. Monitoring: Life changes and your plan will need to evolve as things come along. That’s why it is important that you meet periodically with Matthew to evaluate the plan itself, and confirm that the action items in motion are still in alignment with your current goals and objectives.

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