Steadfast represents our unwavering commitment to providing our clients with a holistic planning process that allows us to understand your unique set of circumstances. Throughout our relationship, we focus on a process vs. a product which reinforces our independence and fee-based importance. Many new clients don’t immediately see the need for creating a “plan of action.” However, without it, we are handicapped from making sound recommendations that will ultimately affect the rest of your life. It is much like going to the doctor and asking for medication before you provide the physician with any information on your condition.
Before making recommendations, we simply listen. Beginning our relationship starts with a clear understanding of you. During this evaluation, we learn everything about your unique financial situation. This knowledge gives us a solid foundation on which a trusted relationship is built.
We then begin the discovery process of gathering key data, such as, your income, tax returns, assets, risk tolerance , goals and objectives. Next, we carefully explore how you define prosperity and the priorities that have been established.
Our team of highly skilled advisors will develop a “personalized profile” in order to understand your fiscal house. Through observation, we determine short and long term goals and the probability of success. This is a complex process that cannot be ignored.
Recommendations are proffered for your consideration. We educate our clients on each component and explain the thought and logic behind each strategy. The recommendations are listed in order of priority to establish “Action Items” and a timeline for implementation.
Vision becomes reality through implementation. Our professionals carefully guide you through every step of the process leaving nothing to chance. A comprehensive wealth management plan will likely take weeks and sometimes months before implementation is complete. While some prefer to make impetuous decisions at this stage, we adhere to a highly disciplined process in order to avoid unnecessary mistakes.
Last, but certainly not least, we monitor your progress. Consistent and timely reviews are imperative to staying ahead of the inevitable changes that can disrupt the best of plans. We ask that our clients notify of us any life changes so that swift and proactive action can be taken.