Our mission is: "To design and implement creative solutions so our clients and their families can live the lives that they desire." That's why we like to begin each new relationship by taking our clients through our RICH® Planning Experience to deliver a holistic approach to your financial wellness. Step 1: Relate - Relationships are the foundation of our practice. We seek to build rapport and earn trust by actively listening to your goals, objectives, challenges and concerns so that we can learn not only about your financial concerns, but also about you. Step 2: Inspire - We commit to inspiring you to continually share your hopes, dreams and fears - no matter how big or small - so that we can break through the inertia so common in life with planning efforts that stay a step ahead of your needs. Step 3: Compose - Our team takes a thoughtful approach to developing a customized written financial blueprint, introducing creative solutions and alternative strategies tailored to your unique situation. To ensure your plan becomes a reality, our team will collaborate with your other advisors on specific strategies and tactics for implementation when appropriate.* Step 4: Hold Accountable - Follow-up is key to long term success. To ensure your plan remains on track, we'll meet with you periodically to review progress, address changes in your goals or objectives, and discuss any life events or economic factors that may warrant modifications to your plan.** *Clients are free to implement the plan recommendations with whomever they choose **Periodic reviews or updates require a new agreement & may be subject to additional fees. https://www.jacobsandcoolidge.com/licensing
