A proprietary financial planning process and technology
We designed and built our own financial planning software so that we could offer our clients advice based on the custom analysis and scenario planning their financial futures and dreams deserve.
How Our Wayfinder System Works
Our Wayfinder process begins with an in-depth information-gathering meeting. Together, we’ll take an inventory of all existing assets and liabilities, we’ll work through a household budget, and we’ll consider probing questions about your long-term goals and challenges, in order to understand where it is that we’re trying to go.
Next, we’ll enter all of the data into our proprietary Financial Wayfinder software. Our software enables us to take a deep dive into your financial picture, revealing strengths and weaknesses of both your current reality and your long-term “big picture”. It also provides us with the ability to consider a wide variety of alternate scenarios, providing custom analyses that are specific to you.
Using insights from the Wayfinder software, we generate a custom presentation designed specifically for you. While we provide various charts and graphs to help explain the “why”, the most important step of this process is the advice that we provide. Some of our recommendations will be immediate “quick fixes”, while others might be longer-term and more directional or aspirational in nature.
Life is unpredictable, and circumstances often change. We’ll meet with you at least twice per year to check in on your progress and update the Wayfinder software. We’ll confirm account balances, discuss investment performance, and continually monitor your progress toward long-term financial goals. The upfront investment of time yields consistent future dividends, ensuring that we’re always ready to give you the answers you need.
