The Bucket Plan® 

Holistic Planning in Your Best Interest

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.

We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.

To learn more about The Bucket Plan® click here.

Our Holistic Planning Process

 

STEP ONE

Discover

Where You Are Now

  • About You
  • Your Goals & Objectives
  • Your Current Finances & Taxes
  • Your Priorities
  • Our Services
  • The Process
 

STEP TWO

Design

Where You Want To Go

  • Organizing Your Financial Life
  • Understanding Your Net Worth
  • Assessing Your Cash Flow
  • Tax Return Review
  • Analyzing Your Risk
  • Developing Your Plan
 

STEP THREE

Deliver

Your Holistic Plan

  • Finalize Your Customized Bucket Plan
  • Align Investments with Your Market Volatility Tolerance
  • Optimize Your Cash Flow
  • Provide Solutions
  • Transition Plan & Implementation
 

STEP FOUR

Dedicated

Services and Support

  • Active Plan Management
  • Ongoing Advice
  • Tax & Wealth Management
  • Proactive Communication & Education
  • Plan Update Meetings