The RICH® Planning Experience

Understanding your unique financial needs both today and in the future is only the beginning.

Through our RICH® Planning experience, we deliver a holistic approach to your financial wellness, following our proven four-step discovery and planning process that builds trust, encourages collaboration and promotes transparency and accountability — for you and for us — as we work toward your life’s goals together.

Together, we'll work toward your life's goals.

Step 1 - Relate

Relationships are the foundation of our practice. We seek to build rapport and earn trust by actively listening to your goals, objectives, challenges, and concerns so that we can learn not about only your financial needs, but also about you. 

Step 2 - Inspire

We commit to inspiring you to continually share your hopes, dreams, and fears — no matter how big or small — so that we can break through the inertia so common in life with planning efforts that stay a step ahead of your needs.

Step 3 - Compose

Our team takes a thoughtful approach to developing a customized written financial blueprint, introducing creative solutions and alternative strategies tailored to your unique situation. To ensure your plan becomes a reality, our team will collaborate with your other advisors on specific strategies and tactics for implementation, when appropriate.*

Step 4 - Hold Accountable

Follow-up is key to long-term success. To ensure your plan remains on track, we’ll meet with you periodically to review progress, address changes in your goals or objectives, and discuss any life events or economic factors that may warrant modifications to your plan.**

*Clients are free to implement the plan recommendations with whomever he / she chooses.
**Periodic reviews or updates require a new agreement and may be subject to additional fees.

All investing involves risk including loss of principal. No strategy assures success or protects against loss

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