Financial Planning

We believe the process of comprehensive financial planning is critical to developing strategies and recommendations that align with your goals and objectives. Our Equilibrium Financial Planning Scale approach was developed to ensure that every financial plan strikes a balance between two important conversations:

  1. What matters most to you and why it's important, and
  2. How we achieve results, who will be involved and when should we start.

Weighing too heavily towards one conversation over the other can create discrepancies and imbalances. It is our job to guide you through these conversations and the overall process and to ensure that all our recommendations are in your best interest.

Once we have a complete understanding of your Goals, vision and values, we will work hard to develop and implement the strategies, tactics and tools used to get you there. These strategies can fall into one or multiple financial planning areas:

Investment Management  Retirement Planning  Insurance Planning  Tax Planning  Education Planning  Estate Planning


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Our 4 Step Process

1. Identify Your Goals, Vision and Values

Sitting down with you and your family, we take the time to understand your unique goals, your vision for the future and the values that guide your decision making. We learn about any concerns that you have around your wealth and your life. What are the risks and opportunities most relevant to you and most top of mind? How do you currently address these matters? What should change? This step of the process can be thought of as “discovery”, which typically leads to the level of clarity that is needed in order to move on to the next step of the process.

2. Thinking Through the Solution

Once we begin learning where you are, where you'd like to be and what's most important to you, we'll begin thinking through and assembling all of that input into a plan for you. We will collaborate with you and your other tax and legal advisors to consider other tax and estate issues, risk factors or special needs unique to you. This step of the process seeks to find creative solutions, ultimately leading to decisions on strategies that will help you navigate through the next chapters of your life.

3. Implement the Solution

If you choose to implement the solutions with us, we implement for one reason and one reason only: to get results. Whether it is an investment portfolio earmarked for a specific goal or objective, an insurance policy utilized to plan for the unexpected, or setting up an estate planning meeting to ensure that wills and trusts are updated - each solution and strategy that we deploy is meant to enhance the probability of achieving the results that we're striving for.

4. Sustain the Results

Once your plan is in place, our work is just beginning. Throughout the year, we will review the solutions and strategies that are in place to help ensure that you remain on track. We understand that life happens. Whether it is a career change, an addition to the family, or any other major life event, we will be there to meet with you to review what's on your mind and talk through how we can continue to best help you stay on track. Easy 24/7 tracking is also made available for you to check the performance of your investment portfolio and monitor the ongoing status of your wealth management plan.

Schedule Your Introductory Call Today