How we make a plan tailored for you and your future

Setting your path is about building the future you dream about. Together, we’ll use our 5-step process to assess your tolerance for risk and create quantifiable, actionable financial goals based on what’s important to you. We’ll partner with you throughout your journey, always sharing strategies to help bring you closer to the future you see for yourself.

Step 1: Where am I today?

First, take time to understand where you are today. We’ll work together to identify and prioritize your needs, assess your risk tolerance and understand what affects your current financial picture. Factors such as income, expenses and savings all play a part in this. Talking about these factors shapes the advice we offer you and the strategies we’ll build together.

Step 2: Where would I like to be?

The next step is determining where you want to be. What does your vision for the future look like? Why are you investing? What’s important to you?

This conversation is very important because we’ll use what we learn to translate your vision into a personal, measurable goal, and develop a written strategy so we can track your progress.