Our Process

It’s Right Here Waiting for You

“If you don’t know where you’re going, any road will take you there.”- George Harrison

The Keystone Process

We utilize the Bucket Plan® Best Interest Process, an approach designed to reduce risk and help clients reach their immediate, short-term and long-term goals. The Bucket Plan can be utilized based on your specific needs, no matter what life stage you’re in. Your personalized Bucket Plan includes:

BUCKET 1

THE "NOW" BUCKET

Have an emergency or large planned purchase? Those funds will probably come from your “Now” bucket, which holds money that is safe, secure and accessible when you need it.

BUCKET 2

THE "SOON" BUCKET

One key to a secure financial future is preserving the money you’ve worked hard to earn. Since this money is invested in the future, money in the “Soon” bucket is invested conservatively, allowing it to grow but protecting it from large downward swings.

BUCKET 3

THE "LATER" BUCKET

Your retirement could last 20 or 30 years, and you’ll need the money to last as long as you do! The “Later” bucket is designed for providing income in your later years. It can also be used to provide for your loved ones as part of your legacy.

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