Kacy Gott

My Process

As a Meritas client, you will interact directly with our seasoned professionals who have deep experience and sophisticated expertise in investment management and financial planning. Our professionals coordinate their efforts as a team which results in personal and attentive service. Financial Planning - Creating a financial plan is like laying out a pathway for your future. The right financial plan should feel like a guidebook for this journey, helping you to discover where you want to go and how you’re going to get there. This is a mutual process of exploration; together we’ll navigate the financial uncertainties of the market and economy and work with you to guide you towards your goals. We believe that the value of financial planning lies not only in its ability to create wealth, but also in its ability to provide the security and freedom you need to pursue the things in life that are truly important to you. Your financial plan is about more than just money – it’s about helping you realize your hopes and dreams. Our comprehensive planning process helps us understand each client’s individual circumstances thoroughly. We begin by evaluating your cash flow, emergency reserves, debt, and net worth. From there, we work with you to identify the investment and risk management strategies you’re comfortable with, so we can form a complete picture of your financial life. Our focus is on education and communication. We create financial plans with our clients, not for them. Once we’ve worked together to put your plan in place, we follow a detailed implementation process that tracks your progress on a quarterly basis. Education - Our investment process begins by thoroughly educating you on your options. Investment Advice - We provide you with recommendations that we believe will put you in a position to attain your goals.