"Live Well" Process
Our passion is designing a Live Well Plan for you to implement and confidently live your best life possible! Your advisor will work with you to develop your own Live Well Index so you always know your progress in relation to your future goals. To do our best work for you, we first must understand your goals, resources and what drives you.
During our initial discovery meetings we take the time to get to know each other on a deeper level and focus on risk assessment & goal identification. From this understanding we can truly identify what is most important to you, what is realistically possible, and what can be improved, developed or changed as it relates to your wealth. We begin our consultation by having a conversation around what is most important to you and what you would like to accomplish.
Once we understand your goals, the next step is to tailor your Heirloom Live Well Plan to meet those goals. We will “stress test” your plan and run 1000 different scenarios to determine your probability of success. That probability for success becomes your Live Well Index. You never again have to guess where you stand financially. Your advisor will meet with you regularly to review the progress of your Live Well Plan and make adjustments as your life or financial scenario changes.
Independent Thinking in Action
As independent financial advisors we do not offer proprietary products or funds. Our singular focus is to help you work towards achieving; we have no incentive to sell you a product, but to protect and grow your wealth. Our goal is to be your most trusted advisor for life; working together, your success is the key to our success!