HERE’S A LOOK AT
HOW WE START YOUR R.A.C.E.
We need to understand your financial life, but we also want to know you as a person. That means listening to you and what you want to accomplish, how you want to spend your time, what values are important to you, and what your biggest fears may be, financial and otherwise.
As fiduciaries, our job is to provide you with an honest diagnosis of your current financial state. At this step we need to assemble a picture of where you are today – your starting point – and where you want to be – the finish line.
Because this process is a team effort, your feedback and input during this critical step will prove vital to the success of your plan. We want to find the strategy that helps you meet your goals, but also addresses your most pressing concerns going forward.
Your R.A.C.E. plan is dynamic. As you move through life, your plan moves with you. Your goals and your risk tolerance may change, or you or your spouse could face medical challenges that impact your plan. When you face that turn in the road, your plans turn too.