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Our Process

There’s a myth about wealth management. It says that planning is only about money, numbers, and statistics.

At NRG, we take a different approach. We believe true wealth management is the coordination of your goals and dreams with customized, long-term financial solutions. It’s the total alignment of your life, from your basic needs to your most prized passions. Put another way, our planning process has three key elements:

                                   

Dream. Plan. Execute.


Dream.   

At NRG, we are in the business of helping you achieve your financial goals and pursue your dreams. Starting with our introductory meetings, we focus on learning about you. Utilizing our expertise and time-tested process, we seek to understand what makes you, you.

A key element of our established process is a set of unique, values-based exercises. We created these exercises to help you highlight your priorities. Knowing what is most important to you allows us to help you navigate your financial future and pursue your retirement dreams. Our exercises have been developed and designed to enable us to fully understand your objectives and create a plan customized to your distinct circumstances.

 

Plan.

We look beyond investing. From lifestyle goals to legacy objectives, we seek to gain a thorough appreciation of who you are and what you value most. Using that foundation, we can help you build the framework for your future. In exploring your values, goals, and objectives, we will design a plan that assesses your current financial situation, from your net worth and cash flow needs, to your risk tolerance and family commitments. 


Execute.

Comprehension, analysis, and purpose culminate in setting your personalized plan to action. As we implement your customized strategies, we will ensure they are perfectly aligned with your short-term needs and long-term goals. Executing and maintaining a financial plan is a continuous process of evaluating and aligning your priorities with your portfolio. Our experienced team will collaborate with you in defining your goals, designing a plan, and developing an effective course for protecting your future.