Skip to main content

The Ark Approach

Success starts with a plan, and we take the time to create a personalized one that is the right fit for you. While we can’t predict the market, we can provide the peace of mind that comes from a holistic financial plan.

1. Initial Meeting

We carefully ask questions to help us identify your financials goals and understand why they are important. We’ll discuss what we do and what we don’t do, to ensure we’re the right long-term partner.

2. Gathering Information

Before the discovery meeting, our team will gather data and information to give us a snapshot in time and begin organizing your financial life. We’ll gain a deeper understanding of your goals and explore how our recommended strategies can make the most impact for you.

3. Our Proposal

We’ll assess how much capital you’ll need, how much you can save and invest, and what plan best achieves your goals. We put ourselves in your shoes and carefully consider what we would do if it was our plan. Finally, we’ll deliver an actionable plan and walk through each step to ensure full understanding and agreement.

4. Getting Started

During implementation, we move from planning to action to bring your plan to life. Our goal is to help you feel secure in knowing that we are planning for both the expected and the unexpected, and that big dreams come to life based on small but important incremental decisions.

5. Staying in Touch

Our team is committed to your success every step of the way. We continuously monitor and manage your plan to ensure you are well-positioned both today and years to come. We’ll meet annually and are always available as questions and needs come up.