We are not able to plan for your financial future until we know who you are. Our process is focused on us understanding your needs from a holistic perspective, while also gathering specific information about your existing assets, income, and debt.

In a series of two to four meetings, we learn about you: how you got to where you are today, where you hope to go in the future, and any perceived obstacles or challenges along the way. As part of these meetings, we will ask you to provide documentation for your existing assets, accounts, insurance policies, income, and other pertinent items either in-person, or uploaded via our secure financial planning portal. These documents will be invaluable as we prepare your financial plan.

After our introductory meetings, we prepare an initial financial plan for you. This document encompasses your goals for the future and our recommendations to achieve those goals. Every part of the plan is discussed in a way that is easy to understand, and you have the ability to remove, change, or edit any part of the plan.

We edit your plan based on the initial review and deliver to you for final approval. Once approved, we put it into action and purchase/sell investments depending on the strategies outlined.

Our service doesn’t end when your plan is completed. A key part of successful financial planning is regularly scheduled updates. We want to ensure that your goals are being met. Many of our clients prefer us to be engaged in their everyday life decisions, such as the purchase of a new car or home. We pride ourselves on being available and accessible when you need it most.