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Build a Plan

In order to Build Balanced Bases for our clients, we implement a detailed, goal-based approach to planning. We will get to know you and your unique situation, find strategies that are right for you, and continue to monitor your plan. Our dynamic process includes:

  1. Identifying and Prioritizing Your Goals - First, we need to understand what is most important to you and ask a variety of questions to learn more about your past investing experiences, your current situation, and your future goals. This personal approach helps us craft a strategy that is right for you.
  2. Analyzing and Evaluating Your Assets - After we gather your personal details, we assess your personal situation, gauge where you are relative to your life plans, and determine what gaps exist. We will then construct the investment plan in accordance to your life plans.
  3. Implementing Your Plan - Our options seek to close gaps in your financial picture and match each of your specific goals. This is when we implement your carefully designed plan.
  4. Monitor and Adjust Your Success - We understand that life happens and things can change without warning. This is why we incorporate tracking systems to keep your plan on target. We’ll help you adjust your plan over time and keep up with constant communication.

We use a collaborative, long-term decision-making approach and help our clients make informed investment decisions. By crafting a plan that addresses an individual's’ whole financial picture, we are able to work as a team and guide our clients through life’s many roller coasters.