Our Financial Planning Process
Organize
Analyze
Decide
Act
Our primary financial planning platform is called Elements. Elements is a set of financial vitals that we use to understand how financially healthy you are. These measurements help us to answer questions like:
- Are you taking the right amount of risk?
- Are you using your income wisely?
- Do you have the right mix of assets?
- How much wealth do you need to make work optional?
You can think of Elements like the physical vital signs measured at a doctor’s office. They give us an insight into how you are doing financially today and where to focus our time in the future.
The Elements help us identify the things that are important to you and they can help us quickly see areas where adjustments may need to be made.
By having a clear understanding of where you’re at today, you’ll have a greater chance of success in the things that are most important to you.
As we work together your financial plan will need regular course corrections to keep you on the right track.
That’s why each month we assess your overall financial health using the Elements scorecard and also focus in on one Element for which we collect updated data and do a deeper analysis.
Finally, we deliver beautifully designed, easy-to-follow reports that feature your very latest stats, scores, and any new recommendations for improving your plan.
This methodical approach to keeping your data up-to-date and refreshing your financial plan will give you complete confidence in your progress and direction.