It Starts with You.
Our process begins with getting to know you. We’ll discuss where you are and where you want to go, and we'll work with you to develop a plan that suits your needs. As your life changes, we'll adjust your plan, so it aligns with your new path.
We believe a customized financial plan can be one of the most effective ways to create financial security. An effective plan will consider various “what-if” scenarios and address financial habits, wealth management, insurance needs, tax awareness, and estate planning.
So what are the steps?
1. Discovery Meeting.
Our first meeting is free, and is intended to get to know each other better. During this meeting, we'll discuss your current situation, goals, priorities, experiences, and any obstacles you may have. We'll also define what your expectations are for us, and if an ongoing partnership is the right fit.
2. Exploration & Preliminary Planning
After the Discovery meeting, we’ll establish a formal agreement and take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll begin crafting a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
3. Detailed Planning
Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to overcome potential obstacles. Your plan will address all aspects of your financial life, including asset management, debt, taxes, insurance and estate planning.
4. Ongoing Support & Advice
Life is constantly changing, and your situation and goals will, too. We'll be here to assess these changes and adapt your plan so it transitions along with you.
Contact us today to see how a financially sound plan may bring you closer to your goals.