Plan. Implement. Evaluate.
Why is developing a financial plan so important to us? Because it becomes the cornerstone to which we develop all other recommendations and solutions for our clients. We believe in taking a comprehensive approach to planning for your financial future because it’s a part of our fiduciary duty to act in your best interest.
Just as we appreciate getting a detailed look at every angle of your financial picture, we find it’s just as important to understand what’s important to you, where you see yourself in the future and what is needed to make it happen.
Our Comprehensive Planning Process Includes
Step 1:
Get to
Know You
(Complimentary)
First and foremost, we want to take the time to learn about you, your family and a bit about your finances. If you decide to engage us, we will prepare an easy to understand agreement that will define the services we will perform on your behalf.
Step 2:
Goals &
Assets
Once we have a better idea of who you are and what you’re looking for, we’ll meet again to discuss your goals for the future, your current financial picture and gather all related statements and documents.
Step 3:
Analyze &
Evaluate
We will undertake a comprehensive analysis of your situation and evaluate various strategies to help you meet your financial goals and maximize the resources at your disposal.
Step 4:
Financial
Plan
We will then develop a financial plan that includes a detailed analysis of your Merck or other employer benefits. We’ll review this plan with you carefully to ensure you’re well-informed and confident in what we’ve presented.
Step 5:
Implement
Recommendations
With your permission, we will implement or assist you in implementing all approved recommendations.
Step 6:
Monitor
Your Plan
As your life and career progress, natural shifts will occur in your financial picture. We will work with you on an ongoing basis with important financial decisions, benefits elections, investment management, exercising long-term incentives and implementing tax strategies. We’ll periodically update your financial plan to evaluate your progress and incorporate any changes and additional goals.
If you don’t have time to do it right, when will you have time to do it over?
-John wooden
Interested in Seeing if We’re Right for You?