Our Financial Planning Process

1. Discovery Meeting

Introductory discussion sharing your personal and financial circumstances
Identify and select what specifically you want your money to help you pursue
Discuss and agree to the scope of engagement
Fee estimate

2. Analyze Your Situation

Outline your short and long term objectives
Link financial accounts to software for analysis
Evaluate your income and expenses
Conduct investment risk assessment
Collect fee

3. Present Recommendations

Discuss recommendations and how they may increase your probability of successfully achieving what is important to you
Review documentation and thought process behind the advice and each recommendation
Educate to help you make informed decisions with money

4. Implementation

Review recommendations and answer any questions
Help you put the plan into action

Contact Us to Schedule a Complimentary Financial Planning Consultation