UNDIVIDED PLAN
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
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
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
A simple way to think about this: as you set the destination for your life, your financial plan becomes your road map, and we are your guides. Guides that can help you navigate the markets, provide financial advice, options and share the implications of your decisions so you can get to where you want to be life and most importantly, 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
What’s most important to you?
It is critical for our team to have a sound understanding of what’s most important to each one of our clients. Every client’s answer is different and therefore every Undivided Plan is unique to our clients’ goals.
Our process is designed to learn from the beginning who you are, what you want to accomplish, and what is most important to you so that we can help you meet your goals.
We look forward to learning about you, your family, and your goals.
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We know money is the fuel to help you achieve everything you want in life. Whether your goals are to take the next step in your career, to provide for your family, to retire to Hawaii, or to pass on your wealth and values to the next generation, we guide you through the personal, professional, and financial decisions that help you achieve it all. We look forward to connecting with you soon!