Broker Check

Financial Trajectory Analysis™

Financial Trajectory Analysis™ Discovery Process

  • Each person heads through life on their own personal financial trajectory.  Since your future financial life will be the sum total of the financial decisions you make along the way, it is critically important to analyze, consider, and (if appropriate) make course corrections to your financial trajectory.
  • When you work with our team, Jim and Jonathan will meet with you to discuss your family financial game plan with the objective of plotting the path of your financial future.  We will gather all relevant information needed to evaluate your family situation and create financial models.

The Strategic Design

  • Our strategic design team will create a customized Financial Trajectory Analysis™.  This analysis will show your current financial situation projected into the future and will allow you to coordinate your savings, investment decisions, and protection planning with your financial objectives.
  • We will share our observations and suggestions to align your financial trajectory with your financial game plan.

The Action Blueprint

  • Jim and Jonathan will review the financial alternatives with suggestions and recommendations utilizing the financial tools available to you.
  • Once you decide upon the appropriate financial action plan, we will work with you to implement the program in a timely, professional, and hassle-free manner.

Additional Unique Support Services

  • Jim and Jonathan will discuss financial planning topics, such as the importance of a Will, Health Care proxy, Durable Power of Attorney, Business Succession Planning, Asset Allocation, etc.  If needed, we will recommend an attorney to assist you to implement any legal documents appropriate to meet your planning objectives.
  • We will provide monthly e-information on the world of insurance and finance.
  • Jim and Jonathan will periodically repeat The FTA Process to help monitor that your trajectory is on course and aligned with your family vision.
Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.