Individuals & Families

We believe a solid financial foundation is the cornerstone of happiness for you and your family.

Having a deep understanding of you and your family helps us to:

  • Build a comprehensive financial plan
  • Identify and prioritize important life goals
  • Ensure you and your family are on the best course to achieve those goals
  • Assess your risk exposure

Our financial planning process: 

  • Follows guidelines set forth by the Certified Financial PlannerTM Board of Standards
  • Combines goals-based advice with sophisticated historical and existing market-environment-adjusted modeling
  • Provides tools that allow you to follow your progress in ways that are easy to understand, while also offering the flexibility to adjust priorities whenever necessary

 

We begin by listening to your individual needs and helping you to identify goals, both short and long term. We then utilize our industry-leading planning software to analyze your current situation and outline recommendations related to where we go next.  

Once we agree on a path, we start to implement your plan by allocating your investments to achieve your goals.  

We then meet on a regular basis (at least annually) to review your plan in its entirety and modify your goals as needed. 

Between these annual meetings, we will review your plan periodically to ensure that it is on track. Should we need to review with you outside of our annual meeting, we will proactively contact you with our recommendations. 

As part of the plan implementation, we allocate investments based on your Investment Policy Statement (IPS), which is designed to meet your overall goals. We offer a strategic approach to investing using active and passive funds to achieve your desired risk tolerance. Axiom performs extensive due diligence in conjunction with our trusted research partners.

Axiom differentiates itself by getting to know you before we create a financial plan. This enables us to personalize our recommendations to fit your needs and the needs of your family. We strive to understand what keeps you up at night, your short-term goals and most importantly, what will make you happy in the long term.

Let us help you build your future. It’s what we do.

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