Broker Check

Planning

Planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future.


The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider. It is customized to your objectives, priorities and values. It is comprehensive and integrated, capable of addressing a wide range of financial circumstances and concerns.

The financial planning experience progresses through four stages:

  • Discovery - To create a clear financial picture
  • Planning - To analyze your goals and resources
  • Solutions - To develop strategies and prioritize actions
  • Monitoring - To update your financial picture and revise the plan

With WealthVision technology, managing your financial life just got easier. Better organized. Accessible. Up-to-date. Adaptable to your changing needs and emerging priorities.

The WealthVision platform integrates financial planning and wealth management. It supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios. For our clients, WealthVision delivers an easy to use system to track and manage your balance sheet, investments and documents in one convenient and secure location.

For more information on the WealthVision process and benefits, watch the video below.