Before we make any recommendations regarding what you should do with your money, we take some extra time to focus on what truly matters most to you in your life and drives you. We do this using the EVOKE® Financial Life Planning process that was developed by George Kinder of the Kinder Institute of Life Planning. We firmly believe that our clients deserve more than just someone who crunches their numbers. Through this unique financial planning method, we’ll help you to clarify your goals and values, build a vision for your ideal lifestyle, and reverse engineer your financial plan. We believe you'll be happier and more successful if given the opportunity to align your money with what matters most to you. It is Financial Planning done right!
EVOKE® is a methodology and an acronym pertaining to the five structured phases that constitute the EVOKE® Financial Life Planning process.
Exploration
We want to get to know you. Your dreams, fears, values, and insecurities - it’s all relevant to your financial plan. During our initial discovery meeting, we’ll explore what it means to live your most meaningful life through open-ended questions and conversation.
Vision
Our job as your financial life planner is to help light the torch, or help you clarify the vision you have for your most meaningful life. We want to empower you to develop a purposeful vision that will inform the rest of your financial life plan. This is meant to be an exciting, not intimidating, process! We partner with you to help you determine what truly lights your fire so that your financial plan can move you toward the life you’ve always imagined.
Obstacles
As with any great journey, there will be obstacles and roadblocks in the way of reaching your destination. Together, we’ll get clear on what these obstacles might be, and develop a plan to work with them or around them when possible.
Knowledge
Our firm is here to empower and educate you. When you have the know-how, you’re more likely to make decisions that move you toward your vision, and we can help you to outline your Financial Life Plan that will act as your roadmap. This includes both daily financial planning and management, and your big-picture investment strategy. No stone is left unturned in the creation of your unique plan.
Execution
Once your vision is clarified and your plan is presented, we can help you with the execution and implementation of your Financial Life Plan. We partner with you in an ongoing capacity to ensure your needs are being met, and that your plan can adjust as your life shifts and changes.