Businesses & Pension Services
A Path.
Building a path is not a product of happenstance. Rather it is the result of understanding, planning, and expert implementation. Cobblestone Wealth Advisors are here to guide you through each step along your path to confidence. Starting with a discussion about you, your family, and your goals, we can begin to sketch out an idea for your path and create a plan to build.
We believe in working side-by-side with you. Only through this approach can we create a financial plan that will allow you to reach your goals. Nothing is more rewarding for our advisors than seeing you move along the path from where you currently are to where you desire to be.
To accomplish this, our team will guide you through the following steps:
Vision
The first step of any journey is to decide where one should go. In this phase of the path finding process, we talk about life goals, current realities, upcoming events, and important life decisions. Discussing these topics allows for an understanding of your vision for the future and what details you consider important. Having a strong vision allows our team to create a path that leads to your goals.
Strategy
Once a vision for your path has been defined, we get to work on creating a plan for how your current resources can help get you there. This step of the process allows our team to understand the details, discuss the nuances, and recommend a strategy that will provide a solid and confident foundation. An effective strategy allows us to meet diverse needs, wealth management that includes retirement planning, portfolio evaluation, risk management, estate planning, college planning, and other issues important to those looking toward their future.
Implement
Just as each stone in a cobblestone path is individually inspected, measured, sharpened, and placed, we look at each aspect of your plan and work to arrange everything to fit properly and provide a solid result. Each path is a testament to the craftsmanship of construction that allows for resiliency in the face of challenge and support when times are well. Dedication and caring is what allows us to continually provide excellent service to every client that we work with.
Maintain
Any path can fall into disrepair if it is not inspected and maintained from time to time. That’s why a Cobblestone Advisor will be with you along your journey to make sure that you are prepared and have a professional to provide assistance if new goals, changes in resources, or something of the unexpected occurs. We are with you for each step of the journey.