facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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

Package Options



  • Develop investment plan aligned with your risk tolerance to help achieve what's important to you 
  • 5 year cash flow projections of income, expenses, and savings
  • Review individual retirement accounts and contributions
  • Evaluate employer retirement plan and contributions
  • Evaluate employer benefits and any supplemental coverage needs


Included with <$2M of assets under management

Full Details


Everything from Basics plus:

  • Comprehensive investment plan, analysis and tax aware recommendations
  • Evaluation of income tax reduction opportunities
  • Review debt strategy including mortgage, auto and other debt.
  • Education and college planning
  • Retirement planning
  • Premature death & survivorship planning
  • Disability planning
  • Healthcare planning
  • Long term care planning
  • Evaluate use of property & casualty insurance


Included with $2.0M+ of assets under management

Full Details


Everything from Essentials package plus:

  • Comprehensive cash flow planning with a focus on tax efficiently cash flowing your lifestyle
  • Aiming to optimize executive compensation benefits
  • Employer stock option / restricted stock unit (RSU) strategy
  • Assess proper funding of Trusts
  • Discuss gifting strategies in an effort to help reduce your taxable estate
  • Evaluate more advanced planning strategies, including Trust planning
  • Striving to maximize your charitable impact


Included with $10M+ of assets under management

Full Details