Designed to create financial efficiency

OurWinnow WayProcess

Our Winnow Way process ensures your financial accounts are streamlined for efficiency and protection, guiding you to a retirement that not only starts strong but stays secure.

Included within our Winnow Way Process:

  • Investment Planning
  • Estate Planning
  • Tax Planning
  • Insurance Needs
  • Cash Flow Planning
  • Education Savings
  • Retirement Planning
  • Charitable Giving

Our Winnow Way Process is simple to begin. It starts with your “Right Fit Call,” a brief 15-minute introductory conversation to explore your goals and confirm we’re the right fit to assist you. Next, we create your “Asset Map,” a clear, one-page visual representation that organizes and highlights your financial life for your easy understanding.

Once those are complete we begin the 4 Steps in our Winnow Way Process: Harvest, Winnow, Refine, and Preserve.

Step One: Harvest

Guided by your goals and armed with pertinent financial data, we diligently craft a comprehensive plan for your future—a crucial stride toward optimizing your wealth by establishing the foundation for informed decision-making and sustainable financial success.

What to expect:

  • Groundwork for Future Success
  • Comprehensive Plan
  • Confidence about the Future

Step Two: Winnow

“Winnow” is the essence of meticulous decision-making, where we sift through options to preserve what matters most. In this pivotal Winnow stage, our commitment is to elevate your financial well-being. We strategically streamline accounts, reduce duplication, and untangle complexity, ensuring a leaner and more effective approach to managing your finances.

What to expect:

  • Streamlined Accounts
  • Reduced Complexity
  • Financial Organization

Step Three: Refine

The Refine stage is where precision meets financial strategy. Here, we dedicate our efforts to optimizing income streams and tactically allocating resources. This entails a meticulous review of investment diversification, a deep dive into potential income sources, and a thoughtful approach to tax management. Strategies like portfolio rebalancing and leveraging tax-advantaged accounts play a pivotal role in shaping a refined and effective financial plan.

What to expect:

  • Financial Efficiency
  • Increased Clarity
  • Tax Efficiency

Step Four: Preserve

Carefully navigating potential threats to your financial well-being, we assess and mitigate risk. Our focus extends to the critical realms of legacy planning and considerations for long-term care. This intentional and thorough approach is designed to solidify and enhance your wealth comprehensively, ensuring a secure financial future for you and your cherished family and loved ones.

What to expect:

  • Long-Term Planning
  • Providing for Future Generations
  • Comfort about Risk Management

FinancesInsightsTrust

Schedule Your Right FIT Call

In a 15-minute Right FIT Call, we focus on understanding your financial goals to ensure alignment with your unique aspirations.
We will explore your goals for retirement, discuss your accounts, assess how much you’ve saved so far, and next steps.