Life long plan


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Financial success is all about planning.

After all, as the saying goes, "a goal without a plan is just a wish"!

But there’s more to financial success than that.

Together we will:

  • Get your visions on paper - so we can turn them into realistic, attainable goals
  • Track your budgeting and expenses - to maximize your cash flow
  • Gain a crystal-clear understanding - to help you understand your current financial picture vs. where you want to be
  • Create a step-by-step plan - on how to accomplish your goals
  • Implement your plan - and keep you accountable

Meanwhile, you need someone you can trust to oversee everything, and make extremely well-informed decisions about your money.

That’s where we come in, as your Wealth Management Specialists.

We use a five-step process to:
  • Help you truly understand your current financial situation
  • Feel organized where money is concerned
  • Add structure to your finances
  • …and ultimately, ensure no stone is left unturned!

We call it PULSE.

The PULSE process includes 5 steps

Intake, Goal-Setting + Fact-Finding

In this two-step process:

We start with a 20-minute intake phone call to discuss:

  • Your current financial picture
  • What you’re looking to accomplish

Then, we have a "blind date" meeting, where we get to know each other better.

Together, we clearly define your short- and long-term financial goals.

These will become the basis of your plan.

Book your free 20 minute intake call

Budgets, Net Worth Analysis + Projections

At this stage, your job is done and we handle the rest.

Step two is about bringing your greater clarity around your finances.

It involves a very detailed, analytical process including:

  • Budget exercises - to help reduce unnecessary expenses and maximize cash flow
  • Risk tolerance questionnaire - determining your appetite for risk in investing
  • Net worth sheet - reviewing all your financial statements, so you understand very clearly where you stand today

Using all this information, we then make projections to determine:

  • Whether you are saving enough
  • If your money is in the right places
  • What should be changed in terms of product, allocation and contributions

Customized Step-by-Step Recommendations

We then create an incredibly detailed, customized plan for you that will:

  • Recap your current financial picture
  • Identify where you need/want to be in terms of your goals
  • Give you step-by-step, year-over-year recommendations on how to get there

To ensure your financial plan is truly holistic, we also lean on a team of financial experts

Implement Your Plan

After going through your plan together, it’s time to implement it—and get the ball rolling on attaining your goals.

But we don’t just “set it and forget it.” We're going to:

  • Make sure you put your plan into action
  • Hold you accountable to each step
  • Be there for you when you need help

Monitor, Review + Expand Your Plan

Let’s face it: life isn’t stagnant—so your plan shouldn’t be either. You may experience life changes like:

  • Buying or upgrading your home
  • Starting or expanding your family
  • Opening a business
  • Getting into the real estate market

As those things happen, we will be there, guiding you as your financial partner.

We will meet every year to examine your current situation and make changes to your plan as necessary.

Meanwhile, we will also be available via email and phone anytime your situation changes, or if you need extra assistance.

Book your free 20 minute intake call

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