Process

Your unique goals and values determine the path you take on your financial journey. While the individual resources and tools Brandon helps you implement are customized to your needs, he follows an intentional framework with each client that ensures every aspect of your finances is addressed as he works with you. He adjusts the process as needed to help ensure your strategies and solutions suit your needs and goals as you progress. Whatever your vision of success is, here’s what you can expect when you work with Brandon.

• Step 1: Discovery

  Every individual, family, and business owner has unique goals and values that impact their financial decisions and desires, and each of our clients comes to us with slightly different needs and questions. That’s why getting to know you is the foundation of Brandon’s planning process. The more he knows about you and your finances, the more precise recommendations he can make for your financial strategies. His first step is to understand your current situation, ask questions about your goals and risk tolerance, and discover your hopes and dreams for the future. His goal is to find out what matters to you so that together, you can establish a strong foundation and clear direction for your financial strategies.

• Step 2: Assess and Simplify

  Once he has established your foundational priorities, he’ll help you identify key objectives that align with your overall vision for the future. We live in a world of unlimited choices, and financial decisions are no exception. People often fail to achieve objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals. Brandon will review your resources and help you determine which of your goals are realistic and which should be adjusted or scaled down according to your risk tolerance and priorities. By narrowing your focus and breaking down your goals to specific objectives, you may have a clearer path to accomplishing your financial goals.

• Step 3: Set the Course

  Based on his discovery and assessment, Brandon will recommend specific steps to help you pursue your financial goals. He’ll help you establish a timeline so you know which objectives to focus on, and he’ll set a course to help you maximize your resources and stay on track for your overall goals. During this step of the process, he’ll recommend specific products and strategies—financial tools—to mitigate risk for your assets and help you capitalize on opportunities along your financial journey.

• Step 4: Coordinate

  As he establishes your financial strategies, Brandon will coordinate with your other trusted advisors to ensure your financial, tax, and legal activities are working together cohesively to help you pursue your goals. Your journey is our priority, so we’ll ensure each of your stakeholders has the necessary information they need to help you on your financial journey.

• Step 5: Implement

  Once you’ve established a course and have your financial tools in place, Brandon will implement your strategies and work closely with you and your other third-party professionals. In this step of the process, you might transfer assets into more tax-efficient accounts, begin a savings plan, or assign successors to your estate or business.

• Step 6: Monitor

  Implementing your financial strategies is an ongoing process. Your lifestyle, priorities, risk tolerance, needs, and the economy change over time. Brandon’s final step is to monitor your financial situation on an ongoing basis. As you progress, he’ll review your strategies periodically and adjust them as needed to keep them in alignment with your goals. We’re here to answer questions, offer professional perspective, and provide ongoing support to help you establish the future you desire for yourself and your loved ones.