Design | Build | Protect®
Embark on a personal discovery process alongside your advisor to identify elements of your life that will shape the design of your financial strategy.
Then your advisor will build a custom plan with clear objectives and attainable action items, using academic research and financial science to increase your odds of success.
Regular check-ins will help protect your plan and allow you to measure progress toward your goals and adjust as needed.
Design
One of the most important parts of developing a better long-term financial plan is developing a better understanding of you. By discovering, and continually rediscovering, your ever-changing values, goals and challenges, we ensure your personal and financial priorities align. Starting from where you’d like to go, then working back from there. Getting an accurate LifeMap is not only crucial to getting to know you, but also helping us to know exactly where you’d like to go. It allows us to paint a clearer picture and ensures every step we take brings you closer to where you’d like to be.
*The link above will take you to an external website for additional information at our partner’s website - Buckingham Strategic Partners.
Build
Once we discover your wealth and life goals, we’ll build and continually evolve an evidence-based plan to get you there. Tapping into the resources and strength of our entire team, we’ll do the legwork to provide clarity as we co-plan your financial future together and work toward fulfilling your goals.
It’s a comprehensive approach, informed by your LifeMap to not only help you reach your more granular goals like debt optimization and education funding, but determining how you can prepare for more ambitious, meaningful goals like wellness, family and making a long-term impact.
*The link above will take you to an external website for additional information at our partner’s website - Buckingham Strategic Partners.
Protect
Life isn’t linear, and neither is any effective investment strategy. Because as your goals and values change, so do our strategies and advice. Which is why we don’t provide a rigid, solitary plan, but rather a fluid, ever-evolving process — optimized to meet your changing needs.
Of course, it’s not only your needs and desires that change over time. We continually and proactively educate our clients on how changes in the markets, economy, tax legislation and the emergence of new strategies can improve their overall plan.
*The link above will take you to an external website for additional information at our partner’s website - Buckingham Strategic Partners.
