Our Planning Process

We will apply time-tested strategies, providing education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.

Our LivWell Planning process involves four steps:

  1. Identify your goals.
    First, we’ll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.
  2. Understand your existing strategies.
    An in-depth review of current finances in ensuring the complementariness of plan design, and to identify any potential inefficiencies that should be carefully reviewed.
  3. Develop your personalized plan.
    Together, we’ll bring your financial plan to life with proven financial products and quality solutions.
  4. Implement your strategy and on-going review of your plan.
    Even small changes in your life can impact your financial plan. We’ll help you adjust your plan as needed to stay on track.

If you’re a business owner, we recognize there’s no separating the goals you have for your family and the goals you have for your business. That’s why we offer a process that addresses both, allowing you to create a competitive business advantage and live the life you envision.

Review our areas of work specifically tailored to business owners in understanding more. A final design of a comprehensive financial strategy commonly have integration between personal and business planning, working as one.