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Philosophy
Our planning philosophy is based on the evidence that self-awareness is the beginning of all growth. That’s why we start our CAP 3 process with understanding your values, principles, and beliefs
Prosperity is more than the mere possession of money
When achieving financial goals is clearly connected to what matters most to you, it brings a sense of purpose to your wealth.
How do we deliver our CAP 3 Financial Planning Process?
The “C” stands for your core values. We need to understand what matters How do we deliver our CAP 3 financial most to you about money.
C
The “A” stands for analyze. We want you to feel confident that you know where you stand with cash, liabilities, insurance, taxes, savings, and investments.
A
The “P” stands for plot your course. Your goals and values will serve as our compass to help us make financial decisions that are in alignment with what matters most to you.
P
The “3” stands for three checkpoints. Financial planning is not a one and done thing.
3
Your Pre-Flight Check
Goals
Values
Net Worth & Cash Flow
(Financial Status)
Do you have a will?
Do you just pay your taxes? Or do you have a strategy to pay less?
Who's looking after your money? Is it you?
How do I pay for stuff? My child is going to college, how do I pay for it?
What if something happens to me?
Our Process
INTRODUCTION
Discuss your needs and how we can help
1
GOAL SETTING
Identify and prioritize your goals
3
COLLECT DATA
Gather your financial data
4
RESEARCH
Analyze your financial data and educate
5
ACTION
Present our recommendations and implementations
6
TRACKING
Monitor, review and adjust your plan as needed
7
EXPECTATIONS
Determine our engagement and set expectations
2
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