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Process

Strategic Reliable Blueprint (SRB)

The financial plan for your future. Creating the right blueprint for your future requires taking a close look at your current resources and future plans. Everyone has a different idea about what they want their future to look like and everyone needs a plan to get there. This process is tailored for your unique goals and vision. 

Let’s find out if we work well together. The first step of our SRB process is a meeting to see if we are a good fit for you.  You must be very comfortable with your financial advisors as you are trusting us to provide the very best advice for your finances. As fiduciaries, we also want to make sure that we can deliver on this promise to you. If we don’t have the expertise that you require, we are happy to make recommendations to firms that are better suited to help you. We want you to succeed whether or not we are a part of the process.

The Foundation

A blueprint must start with a solid foundation. The perfect base for your financial plan is to combine your life’s vision with your finances. When you develop a complete picture of your finances it gives you a better understanding of your relationship with money, your goals, and the type of life you want to lead. This blueprint is a tool to help you make decisions about money and build your future. What follows are
the steps to build your foundation.

Timeframe: Creating the entire blueprint generally takes four to six meetings over a span of six months.

Vision

A blueprint also requires a vision. You have something in mind. A dream, a plan, a lifestyle and a legacy. To make the best blueprint possible you need to dig deep. 

Our blueprint process utilizes three questions to help you discover what freedom means to you. The visioning step helps set the stage to make sure all financial recommendations are targeted towards achieving what you truly want. 

Organization

Once you have your vision, the next step is to get organized, taking stock of your resources and identifying obstacles. 

Is there anything potentially standing in the way of your dreams? 

A solid plan includes steps to take and things to avoid. Understanding reasons why you may not achieve your freedom is the best way to ensure nothing will stop you.

In order to get organized, let’s lay it all out on the table. We will provide a complete review of your assets and liabilities, including retirement savings plans, investment accounts, insurance, property, student loans, mortgages, other debt, and your potential future income sources like pensions and Social Security. 

Looking at your income and cash flow in this way will help you understand where your money goes and how your resources might be reallocated to help you reach your goals. 

Strategy

In the next phase of your blueprint your vision and organization come together to create a strategy for success. This includes understanding the pros and cons of different approaches to working, saving, and spending. Financial planning software will help you compare one plan to another and analyze savings and income strategies with different portfolio combinations. 

If you’re nearing retirement, we will include an in-depth look at strategies for Social Security and other income sources that may be available to you. 

Build

It is time to build! Your unique vision and financial resources come together and make something amazing – Your life! 

You will be armed with specific recommendations to put your plan into action. This includes removing anything that stands between you and your financial freedom. You’ll understand what you need to do today and what you need to keep living your ideal life now and in the future. 

Maintenance

After the build phase you will need to keep your plan on course. You will receive recommendations for how you can continue to work with us or progress on your own. We have a variety of ways to work with you for ongoing planning and hope to develop a long-term relationship. No matter what, you will have the tools and resources to enjoy financial security and a plan for today and tomorrow that you feel good about it. You deserve it.