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Elevate Plan Services

Elevate Plan Services is our innovative online solution designed to streamline financial planning with a straight-forward, time-saving process. Elevate leverages a robust, cloud-based financial planning platform, used to gather pertinent data from our clients and generate an initial plan analysis report. This platform can aggregate all of the client's online financial accounts, providing your advisor and you the client with a real-time mobile view.

We created Elevate Plan Services to serve as the centerpiece or core focus of our practice. Elevate offers an advisor-guided process that is validated by technology. The program provides us an opportunity to listen to you, the client, and understand your needs. Then, we are in a better postion to provide truly value-added services that wilI engender trust in the relationship. Why is this so important?

This financial journey is all about the CLIENT. We begin by getting a 360" view of the client's financial life through an open and honest exchange. By helping our clients develop goals and aspirations, we can create a personal roadmap for achieving those goals. For smalI business owners looking for advice and planning services, we can customize plans to address your special concerns. Your Comprehensive Financial Plan is more about the process than the written document.

Financial Planning Component

The plan addresses the following seven areas based on guidelines devloped by The College for Financial Planning.

  1. Cash Flow Planning
  2. Risk Management
  3. Retirement planning
  4. College planning
  5. Investing
  6. Estate Planning
  7. Tax Planning

Financial Planning Process

There is a six step process that starts with the initial free consultation, which lasts about 90 minutes.

  1. Establishing and defining the client-planner relationship and expectations.
  2. Gathering client data and prioritize goals.
  3. Analyzing and evaluating the client's current financial status.
  4. Developing and presenting recommendations and/or alternatives.
  5. Implementing the recommendations.
  6. Monitoring the plan and progress towards stated goals.

During the initial meeting we discuss and develop your financial goals. We also briefly review your current investment and insurance holdings. We then assess whether the plan we develop will be able to help you achieve your goals.

Financial Planning Services

Our services include but not are limited to:

  • Tax Management
  • Investment Management
  • Retirement Strategies
  • Estate Conservation/Preservation
  • Insurance and Asset Protection

Transition Planning & Estate Settlement

Losing a spouse is one of life's most emotionally difficult events. Nothing will ever be the same again. But life goes on – as do your financial needs and responsibilities.

Our advisors have extensive experience in working with families during this most difficult of transitions. Our goal during times like this is threefold: to help you adjust successfully to the challenge of being on your own, to accurately inform you about where you stand financially, and to assist you in establishing a solid foundation for the future.

One of the most valuable services we provide is to help you get organized and prioritize the financial decisions you face – deciding which ones must be addressed immediately, and which can and should be handled at a later time. Equally important, we can help you avoid the kinds of costly mistakes that families so often make during times of stress.

We will guide you through the probate process and help you manage the many details requiring your attention. Next, we will assess your near-term needs and recommend a plan for meeting them. We will then evaluate your overall financial position and take a step-by-step approach to helping you develop a sound, sensible long-term financial strategy. Whether it is sorting through complex estate issues or managing your investment program, our goal is to help protect and build your assets so you can move forward with your life.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (919) 844-1981