HOW IT WORKS

In a world of one size fits all plans and product solutions, our goal is to bring you service that is unique and customized to you. We accomplish this by using our process to better understand you, your goals and situation. This process is about the relationship between us and our clients. It helps everyone get on the same page, and instill confidence through understanding.

01

Organize

The first step in the process is to get organized, and we can help you do that. We understand how it happens; you moved from a couple of jobs and left your old 401k, you opened an IRA at the bank, you have a college account for the kids, cash comes in every month then goes out. Its common. We need to view your unique situation from a birds eye view to help understand where we are starting. Our Retirement Calculator helps begin this process. If we want to complete our road map, we need to understand where we are starting. It may be tedious, but it is necessary.

Asset Tool Sample Client Firma Financial Planning
Sample Client Comprehensive Report

02

Educate

Every component of this process is vitally necessary. However, educating our client may prove to be the most beneficial. You are much more likely build toward success if you understand the different components that go into the plan. How much do I need to generate my desired income? How does the Time Value of Money effect my goals? Net Present Value? Alpha? Beta? Standard Deviation? What does it all mean?

These are the components we use to build your plan. We pride ourselves on our ability to breakdown these intricate financial concepts so they are easy to understand. We believe you must have confidnece in your plan, and to have confidence you must fully understand it and that is acheived through education.

03

Strategize

This is where the plan begins to take form. We develop and deliver recommendations and options for working towards your goals. This is where we get to crack open the financial tool box and begin constructing the plan. Although this step is about what we can do to help bring the plan to fruition, it is not without you or your input. It is imperative that you are fully comfortable with the plan that eventually gets put into motion. To accomplish that, you must be a part of the process to build it. That means understanding the recommendations, the pros and cons, aligning them with your tolerance for risk ect. This is very much so a team effort.

Kwanti Portfolio Performance Firma Financial Planning
Sample Client Comprehensive Report

04

Execute

This step is forever ongoing. Just because we built the plan here today does not mean this is what it will always be. Your situation will and to with it must your plan. After we arrive on a strategy that everyone is comfortable with, we put that strategy into motion. from there, we mus constantly be evaluating the plan as it pertains to your situation. This may be in the form of an annual in-person meeting or periodic phone calls or emails. In any event, executing the plan requires that we go through the process from the beginning to ensure we are on the right track and be out in front of any changes. The plan we create today is not a static one size fits all plan. It must maintain the ability grow, evolve and change as you do.

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