Skip to content

Impactful Financial Planning for Life

Enriching lives with holistic, personalized planning and investment solutions for clarity and confidence.

women owned business
Our Process

We work as a team to know you, your plans, your unique financial needs and your expectations. Financial planning is not just about wealth; it’s about your goals and aspirations and how your money can help you attain them.

Defining the Engagement
Developing Solutions
Generating Results

YOUR INITIAL MEETING

A strong, long-lasting relationship starts with the “getting-to-know you” process. Our initial meeting can occur in one of our many convenient locations or via virtual teleconference (Zoom, etc.). We want to get to know you as a person, and not just as an account.

DUE DILIGENCE PROCESS

Once we’ve agreed to work together, the due diligence process dives into more details about your financial situation. Account statements, tax returns, budgetary flows and other pertinent documents are collected for a thorough analysis.

PLAN DEVELOPMENT

This is the behind-the-scenes work that our team will go through, analyzing collected data and engineering how your dreams can be achieved. Your plan will be designed with all factors considered and will be reviewed by a number of people, each with their own specialty.

PLAN PRESENTATION

Although plan presentation is kept in simple terms, our process may include a number of meetings, each addressing a couple of topics that provide you solutions to your needs and show you how your goals can be attained. The plan itself is a living document, so adjustments may need to be made to meet all your needs.

IMPLEMENTATION OF PLAN OBJECTIVES

Upon your approval of our recommendations, we can begin implementing the plan which may include recommendations on retirement planning, investment planning, college planning, estate/risk planning, cash flow planning or tax planning (we are not CPAs, however taxes will affect and influence many other financial decisions).

ONGOING PORTFOLIO MONITORING

If your plan includes management of your investments, our investment team is there to provide you with results. We are active portfolio managers and utilize an array of investment options to meet your portfolio needs. Our team of analysts and academic professionals are constantly monitoring portfolios and recommending appropriate moves.

YOUR ANNUAL REVIEW

Your needs will change throughout our relationship, the economy will change, investments will change. Although we meet at least annually to review your situation and to make sure we are all on track, we are available throughout the year to address anything that might come up. We pride ourselves with the attention to detail and communication we have with everyone of our relationships.

Please Scroll RED ARROW above for more details on our process.

Financial Planning

Trust, Loyalty and Duty of Care

Your life goals, interests, objectives and investments are important. They deserve the personal attention and care of dedicated fiduciaries and financial professionals. Our academic insights and practical experiences inform the design, presentation and implementation of your financial plans, giving you the unrivaled value of clarity, financial resilience and investment potential.

Portfolio Management

A Distinct Investment Approach

Our dedicated investment team of industry-recognized and certified financial analysts craft customized portfolio solutions for every client. Utilizing an array of investment vehicles, we provide comprehensive and specific strategies and never rely on prepackaged retail products.
Strategic decision-making mitigates market impacts and aligns your values, goals, timelines and risk tolerance for optimal portfolio performance. We regularly monitor, measure and evaluate performance, rebalancing and realigning to meet clear objectives and established benchmarks.

You are being directed away from PlanWithNvest.com

The link you have selected directs you to ROI Cubed, a business consultancy operating as a distinct and separate entity under The Nvest Group of companies.