Multi-Disciplinary Financial Planning
NautilusElite is our multi-disciplinary financial planning process. Our NautilusElite clients hire us to look at all areas of their finances and work with us as their financial advocate.
We begin by discovering the financial goals that are most important to you and your family. We then evaluate your present financial arrangements in comparison to these goals. After analyzing this information, we propose a plan to help position you for future financial success.
Along the way there will be plenty of opportunities for us to educate you, allowing you to make informed decisions and be an active participant in the process.
Upon delivery of the plan, you may choose to implement our recommendations. There is no obligation to implement solutions with us, although many clients choose to do so.
NautilusElite clients enjoy the benefits of having a team of consultants that work together to monitor and maintain their plan year-round.*
* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.