Financial Planning

We follow a four-step process that is flexible, but holistic.

You brought yourself to this point, and as we strive to understand your course and better map the steps to your ideal future we need to understand the events and motivations that drove your actions. With this knowledge we can begin to capitalize on the financial strategies that will define your next steps forward.

Our one requirement in taking on new clients within our practice is that they possess a willingness to remain open minded and receptive to potential solutions that may be beyond their current scope of consideration. With this caveat we are able to deliver a far greater array of cutting edge techniques that can deliver a meaningful and distinct outcome to an otherwise challenging circumstance. 

Our four-step process includes:

Step 1: The “NOW” Analysis – We analyze your information and determine where you are today, what planning you had done prior to meeting us and the priorities and expectations you have moving forward.

Step 2: The Bearing Point – After the initial phase of analysis is complete, we produce a written point of reference document that helps to guide you to the next discussion. We pride ourselves on critical listening as we strive to better understand how to weigh our findings in terms of their importance to you, and their relevance to our work together.

Step 3: The NWP Guidebook – Your comprehensive and usable guidebook is presented in plain English so that you, your family and anyone else important to your financial life can easily understand. We only move to our final step once you have reviewed and agreed in principle to our thoughts and recommendations in the guidebook, or make appropriate changes as necessary.

Step 4: The Compass Check – After our work on the guidebook is officially complete we move to our final step, when we make the recommendations that you have agreed to a reality. Complimentary advisors are involved as necessary to change and update documents, and the guidebook itself comes to life.