Our 7-Step Process
Financial planning shouldn't feel overwhelming. That's why we've developed a structured, transparent process to help you navigate financial decisions from discovery through ongoing planning. Here's how we work together:
STEP 1
Understanding Your Story
Financial Understanding
Understanding the Client's Personal and Financial Circumstances
In this initial step, we delve into understanding your current financial situation, including assets, liabilities, income, and expenses. By painting a clear picture of your financial standing, we can better chart a course towards your goals.
STEP 2
Discovering Your Destination
Financial Navigation
Uncover Your Financial "Scopus"
Next, we work together to identify your long-term financial objectives and aspirations. By pinpointing your financial "Scopus", we establish an aim to steer our planning efforts and investment decisions in the right direction.
STEP 3
Assessing Your Trajectory
Financial Aim Assessment
Evaluate Your Financial Trajectory
It's crucial to ensure that your current financial strategies and investments are aligned with your desired outcomes. Through a comprehensive assessment, we determine if your financial plan is guiding you toward your goals or if adjustments are needed for a smoother journey ahead.
STEP 4
Building Your Strategy
Wealth Strategy Development
Constructing a Path Aligned with Your Financial Goals
Drawing on the insights gathered thus far, we develop tailored strategies that consider your financial resources, objectives, and long-term planning considerations.
STEP 5
Presenting Your Plan
Financial Plan Delivery
Presenting Recommendations for Goal Achievement
During the financial plan delivery phase, we provide personalized recommendations to demonstrate how our strategies can propel you towards your financial goals. By outlining actionable steps and guidance, we equip you with the tools needed to navigate your financial journey with confidence and clarity.
STEP 6
Taking Action
Financial Action and Implementation
Bringing Your Financial Vision to Life
This step involves actively implementing the financial strategies outlined in your plan. Through ongoing coordination and informed decision-making, we support the execution of your plan as part of an ongoing financial planning process.
STEP 7
Growing Together
Ongoing Financial Review
Establishing a Cadence for Financial Growth
To ensure continuous progress and adaptability, we establish a structured review schedule to monitor your financial performance and recalibrate strategies as needed. This ongoing review process allows us to stay agile and responsive to changing market conditions and personal circumstances, keeping you on track toward your financial goals.
Client Roadmap
NOW
Gaining Insight Into Your Financial Picture
LATER
Mid-Term Goals
LEGACY
Long-term Wealth Planning
Questions? We've Got Answers
How Can We Work Together?
Our services include Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning, and Risk Management. We'll work with you to identify which services best support your goals.
Are You a Fiduciary?
Yes. Our financial advisory firm operates as a fiduciary, meaning we are legally obligated to prioritize our clients' best interests in all our recommendations and actions.
How Do We Get Paid?
You can hire us two different ways: fee-based on money we manage directly, or an hourly rate for our time and advice. Our team will help you determine which compensation structure aligns best with your preferences and financial goals.
LOCATION
650 South Cherry Street,
Suite 840
Denver, Colorado 80246
Ph: 303-691-1808
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