Our planning process begins with helping you clearly define your Vision for the future. What do you want? What would you like to see happen? Where do you want to be? We work hard to get to know you so that we can help you define your vision. From there we evaluate and Assess your financial situation and look at your resources i.e debt, assets, cash flow, etc. We run financial projections to see where you end up based on your current course. Once we help you understand where you are we then go about putting together a Plan to get you to where you want to be. We then Execute on the plan and begin implementing spending and savings targets as well as other tax and financial strategies. We Track and Report the results through regular check-ins and conference calls.
The FWM Process
Build a Solid Foundation With Us
Our approach above helps you get organized and get control over your personal finances. We help you understand your cash flow and set savings/spending targets to help you get and stay on track. We are objective in our approach and the advice and strategies that we provide are always in your best interest. We provide a solid partnership, one that is built on trust and transparency. We help to fully educate you on your options and what the implications are for each one and it means to your life and your goals. We are proactive and help you avoid certain risks and take advantage of potential opportunities. Finally, we help you stay accountable to your goals by tracking and reporting if you are meeting your targets.
