The financial planning process

We start with a complimentary no obligation consultation. We will review your financial situation. This can be overwhelming for clients at times especially if you feel you aren’t on track to meet your goals. Taking this first step will help you feel confident about your financial future. We see clients will all different backgrounds and all different situations. Retirement looks differently for everyone. We take an individual approach to financial planning. We help set goals and give you a direction to work towards. Think of us as your financial guides to bounce ideas off of and give you support to stay focused on your goals.

After we complete the consultation, and you decide we are a good fit. If you would like to move forward we develop a comprehensive financial plan and schedule a meeting to present it to you.

After the plan is complete, we assist with implementing the recommendation in the plan. From there we will meet regularly to check progress and make adjustments to the plan as needed. Additionally, we are available throughout the year to answer questions about the market, major purchase decisions and any questions or concerns you have.