More than money. Planning is about more than just money- it’s the process of aligning your goals with your financial circumstances and building your best future. Everyone’s journey is different. Furthermore, wealth is about more than investments – it’s about your relationships, family, leaving your mark on the world, and building memories to carry you through the years.
Organizing your life. A comprehensive financial plan organizes all the pieces of your financial life, which in turn gives you peace of mind so you can focus on what’s most important to you. A plan helps you stay on track to reach your goals and secure your financial future.
Start today. Resolute’s financial planners understand that starting is often the hardest step. We know you have lots of questions about the process and how we can help. Contact us today to set up your complimentary get acquainted meeting and let us put your mind at ease. We meet you where you are and carry you forward confidently.
Our initial meeting is a no cost, get acquainted meeting where we talk about what you want and how we can help. We listen carefully and discuss your goals.
We request specific financial documents to help us learn about you. We review, listen to your story, and ask more questions.
We consider all the data and take a deep dive into your financial matters and build your comprehensive financial plan.
Together we review the financial plan and investment recommendations, guiding you toward making informed decisions.
Mutually we implement the plan and collaborate with attorneys and accountants, if necessary.
We review and monitor the plan, communicate and track your progress. We adjust the plan as needed, to keep you on course.