The ARA Way

Introduction

We will help you understand what we do, who we are, and what our process is. We'll gain an understanding of the areas where you're doing well and areas that need improvement.

Discovery

We will dive deeper into your vision, needs, and concerns to help you and us get a deep understanding of your version of financial success. At this point we asses likely best way to move forward.

Alignment

Ensure we're perfectly aligned on your goals and expectation of our team. We review all statements and documents together in detail, and clear up any outstanding questions you or we may have.

Planning

With a YOUR goals and values in mind, we develop a comprehensive plan that incorporates both quantitative and qualitative aspects of your life.

Follow-Up

We then decide what are the near term and long-term strategies we must implement to best to optimize your financial plan for long term success.

Execution

We now take action to execute and integrate the recommendations.

 

ARA Way Process

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.