A detailed planning process is among the best ways to establish financial well-being. Once we get to know you we can begin to develop a dynamic plan that aims to meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.

So what are the steps?

1) Introductory Meeting

This is the first part of establishing a collaborative partnership. In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. At the end of this meeting, we will establish mutual expectations and whether an ongoing partnership is a good fit for both.

2) Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

3) Detailed Planning

In this phase we develop your comprehensive financial plan. Based on our prior discussions, we will deliver an easy-to-follow roadmap that can lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you whether that’s retirements, portfolio management, risk management, cash flow or estate planning. The implementation checklist helps keep us on track to make sure all objectives are addressed.

4) Ongoing Advice

Your priorities and goals will inevitably shift through time and we are here to help you adjust through your life changes. These changing circumstances may require a different approach to your future financial planning, wealth management, and savings options. We will be a constant presence to ensure that your plan transitions along with you.