Our Bedrock 360° Financial Planning Process
Our iterative and continuous planning process ensures that client plans are always aligned with their goals. Our process has four components that are continuously exercised by our certified financial planners.
Assess & Plan
All successful financial plans are rooted in understanding YOUR life goals. Your financial plan is your blueprint for achieving a successful outcome. Our exclusive client assessment ensures that we understand you at a deep level so we can help you create a financial plan, investment portfolio, and strategy that you’ll stick with.
Structure
Once we’ve assessed your goals and your personality, we’ll align you with a portfolio of investments and financial products that offer a solid balance of risks, returns, durability, and costs. Data and experience drives our decisions in this discipline.
Evaluate
We consistently and openly communicate with our clients over the long-term to ensure they’re confidently aligned with their plan. We are your partner in achieving success. Our relationships depend on trust. We want you to be confident in our ability to provide actionable advice and mentorship.
Iterate
We adapt only when our data or a client’s major life changes lead us to adapt. Long-term, strategic thinking is a hallmark of success when building wealth. We focus on making data and needs based decisions and make them swiftly and accurately when required.
