UNDIVIDED PLAN

You deserve to live an exceptional life. We want to help you and your family achieve this by providing sound advice to ensure the success of your financial future. This is the essence of our firm.

The investment industry was started by providing access for individuals to invest in the financial markets. It was a transaction-based process. The industry evolved from transaction-based to an advice-driven business, where an advisor would create portfolios and recommend investments based on the client’s risk tolerance.

The concept of advice has grown and evolved into what is now known as financial planning. The benefits of financial planning are worthwhile, yet financial planning falls short if the advice is not tailored to the needs and desires of the client. Clients want their goals and interests to be part of the planning process. After all, the overall goal of investment and financial planning is to help our clients design the lives they want to live and experience the life they desire.

Our “undivided” approach is unique. The primary difference is that we want to understand what is most important to you and what goals you wish to accomplish. We then incorporate those goals into a financial plan and then determine the investment plan that will support the goals within your financial plan. So rather than making your life fit into an investment and financial plan, we design the plan to fit into your life.

LIFE PLAN + FINANCIAL PLAN + INVESTMENT PLAN = UNDIVIDED PLAN

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LIFE PLAN

We want to know what you want to achieve in life. We want to not only understand those goals but we want to support you in any way possible to help you achieve those goals. When we know our clients’ biggest motivators, challenges and core values, that’s when we do our best work.

Because we become aligned with you, we know exactly how to apply our advice and strategic solutions. “Relational” or “life” planning” essentially makes financial planning far more personal because it is based on your goals, dreams, visions and aspirations.

FINANCIAL PLAN

 Once we know your goals for your life, career or business, we take those goals and create a financial plan to determine the funding needs to achieve those goals. Our process incorporates various market cycles, bull markets and bear markets.

A simple way to view this is: you set the destination, your financial plan becomes your road map and we are your guide. Guides that can help you navigate the markets, financial options and implications of your decisions so you can get to where you want to be and enjoy the trip along the way.

INVESTMENT PLAN

Your investment plan is implemented by constructing a personalized investment strategy that’s rooted in discipline and measured by a process of evaluation. A process that is monitored to provide confidence that your investments are meeting your financial goals. Sound investment advice needs to be aligned with the goals and aspirations you have for your life.

We have found that when we incorporate our investment planning and financial planning processes with a client’s life plan, we see the best results, because the plans are “undivided.”

What is most important to you?

The very first step we take with everyone of our clients is to have a sound understanding of what is most important to them. Every client’s answer is different, and therefore every Undivided Plan is unique to our client’s goals. Start your Undivided Plan today by telling us a little bit about what you are hoping to accomplish in life, business, your career and/or your family. Our goal is to demonstrate to you from the beginning that our process has been designed to meet your goals and that conversation always starts off with us having a better understanding of who you are, what you want to accomplish and what is most important to you.