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The Goal Line Process

We take a structured approach that is based on your needs and values. It considers your entire financial picture.

Hallmarks of the Goal Line process are…

  • We eliminate inefficiencies to help ensure your money is working hard for you
  • We streamline your finances so you can become organized and gain oversight
  • We help you commit to a systematic method of realizing your financial goals

So many people defer the process of planning for their financial future for a variety of reasons:

  • Lack of knowledge
  • Bad advice
  • Not having a trusted advisor
  • Lack of a clear vision or destination
  • Fear of the unknown

Our goal is to take the fear and the unknown out of your financial picture, to guide you throughout the journey, and to help educate you so that you can make better decisions for your financial future. How does it work? 

Getting started is easy

Let’s meet to see if we’re a good fit.

Our first meeting (and every meeting thereafter!) is a dialogue. You need to assess our practice and our process, and we need to make sure that you are a good fit and that we can add value to your financial future. We will discuss your vision and goals and explore a potential roadmap to your destination.

Let’s put together your custom financial plan.

Once we agree to work together, we will work on a comprehensive financial plan that takes into account every single aspect of your finances. We will look at your cash reserves, debt, investment assets to fund your goals, and insurance. We will identify areas of strength, notable gaps and make recommendations to address the weaknesses in your existing plan.

Let’s put your plan into action.

Upon delivery of your plan, you may choose to implement with us*. We will help you identify suitable solutions. Over time, we will stay in regular contact with you, monitor your situation, and make changes as needed to adapt to the changes in your life.

Never lose focus again – powered by Champion’s View (Our client portal)

Once we have completed the financial planning process, you will have the opportunity to stay in touch with your finances in real time 365 days a year using our secure state-of-the-art financial management tool called Champion’s View. Of course, we will continue to meet with you in person, by phone, and via email as needed and at regularly scheduled review meetings.

Watch this video to get a glimpse of the power of Champion’s View!