Managing your plan

Here are is our 3-tiered approach to working with our clients, we think our approach is simple but effective.

  • Developing a financial plan: Tim will look at your complete financial picture and design a plan that fits your needs.
  • Implementing your plan: We take a hands on approach and work with you, keeping you up to date on how we manage your financial future.
  • Managing your plan: Tim will recommend tax-efficient ways to manage your financial plan and also to help hand more money down to the next generation, create a philanthropic legacy, or just make sure that you don't outlive your money.

Managing your plan:

As your life changes, so will your plan. Monitoring and updating (re-evaluating) your plan is one of the keys to meeting your goals and your ultimate success. Financial planning is a dynamic process that does not end when you take a particular action. So we really believe that you need to regularly assess your financial decisions. Changing personal, social, and economic factors may require more frequent assessments.

When life events affect your financial needs, this financial planning process will provide a vehicle for adapting to those changes. Regularly reviewing this decision-making process will help you make priority adjustments that will bring your financial goals and activities in line with your current life situation.

So on a regular basis, as often as you would like, we are available to meet with you, answer your calls or emails about all things financial or simply to act as a sounding board before you make a big financial decision such as buying a new home, paying for college, or changing jobs.