Our Process

A Personalized Process with Purpose

The LOOP Method

We believe financial planning should feel less like a transaction and more like a conversation. That’s why we created The Loop Method. A thoughtful, client-centered approach designed to keep your goals at the heart of every decision.

We partner with you to optimize your financial well-being and help turn your goals and dreams into reality. From our first conversation to the ringing of the Dream Bell, our purpose is to help you live the life you’ve imagined, on your terms, and at your pace.

Partner with us

Listen

We start with your story.

persOnalize

We tailor the approach to your unique goals.

Optimize

We design a simplified, diversified strategy.

Plan(ning)

We map out clear, actionable next steps.

Financial Planning Process

Discovery Meeting

Personalized Investment Plan

Partnership Agreement

Initial Follow-Up Meeting

Regular Monitoring & Annual Review

1. Discovery Meeting

In our initial meeting we will listen to get to know you on a personal level. We hope to discover your financial goals and dreams. We will review your current financial plan by discussing general information, investment and retirement accounts, monthly expenses and more. We will discuss how LBA may help to partner in your financial journey and if we are the right fit for you.

2. Personalized Investment Plan

During the investment plan meeting we will discuss our findings from our initial discovery meeting(s) and propose the next steps. We will take the time to review your risk capacity and walk through what it means for you. At this point we will discuss in more depth our investment and planning process as we review your personalized plan. We hope to deliver you peace-of-mind in your financial plan and your partnership with LBA.

3. Partnership Agreement

During this phase we make the mutual agreement to partner in your financial well-being. We strive to become a long-term relationship and a trusted partner. We will walk through together the necessary paperwork and answer any questions you may have.

4. Initial Follow-Up Meeting

Our team will take the time to review your current financial plan, portfolio positioning, and answers questions you may have on the various documents you received. We will review your financial planning account and answers questions about updating information or connecting accounts. Our goal is for you to leave the meeting comfortable with the software and with peace-of-mind that you are on track to reach your dreams.

5. Regular Monitoring and Annual Review

Life can change fast. Our team stands at the ready to be adaptive and creative to change your plan as your goals and dreams change. We will conduct checkpoint meetings based on your preference and will conduct an annual review.