The inForm approach
Our proven 3-phase process gives you a clear picture of your financial future, along with ongoing monitoring and secure, 24/7 access to your investments. We work beside you to build a personalized plan aligned with your goals and values and designed to support your long-term success. And as life evolves, so does your plan. We’ll continue to make thoughtful adjustments along the way to help keep you moving forward with confidence.
Phase 1
Get to know you
Introductions only. This first step requires no commitment. It’s simply a conversation to learn about you – what matters most to you and what are you looking to accomplish in working with a financial planner. Think of this as the “fit” conversation – to ensure the services inFORM offers are the right fit to help you achieve your goals. This initial conversation can take 30 minutes or less.
Understand your current situation
Here’s where the discovery and learning take place. Think of this as our strategy session. During this session, you will have our undivided attention.
The goal of this meeting is to get clear understanding of your goals, concerns, and unique financial situation. Your answers to our questions, along with the information we will gather from you, will inform the most appropriate path forward.
Phase 2
Develop your strategy
This is where we roll up our sleeves and take action. We will use our professional financial planning tools to analyze where you are at and determine appropriate actions to get you to your goals.
The output is a set of tailored recommendations specific to your unique financial situation and your vision of success.
Phase 3
Implement
Assuming it is appropriate, we will help you implement the agreed upon recommendations. You'll have dedicated, one-on-one support throughout the account opening process.
Once your account is set up, you’ll receive secure, 24/7 access to your financial plan and access to your accounts and statements.
Monitor & Maintain
Included with our financial planning services, you’ll also get proactive portfolio management and annual reviews to make sure your investments are positioned properly. We offer additional meetings as needed.
Through ongoing management, we may recommend adjustments to your plan to better meet your needs.