A Client Experience
That Is Personalized to Your Needs
We begin our process by getting to know you honestly, so we can determine how our services and experience can help you on your financial journey.
Finances can be an emotional topic for many, and we understand that millions of decisions have brought you to where you are today. We seek to understand your motivations and desires so we can help you establish financial goals that align with your core values.
Our Straightforward Planning Process
STEP 1
Discovery and Understanding
During the exploration process, we analyze your financial situation through a detailed fact-finding conversation. We’ll learn about your goals and discover the issues that are most important to you.
STEP 2
Professional Analysis and Design
Next, we’ll review what steps you may have already taken to achieve your goals. This will help us identify possible solutions that make sense to you.
STEP 3
Education and Identifying Your Ideal Strategy
At this stage, we will find the right combination of strategies that feel right to you, your lifestyle and the goals you have in mind.
STEP 4
Take Action
Our team will complete all of the steps necessary to implement the strategy that syncs with your vision moving forward. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
STEP 5
Periodic Review
Over time, we will conduct ongoing check-ins built around your life to assess progress, life changes and possible challenges. If your goals change, your financial plan should evolve with it, and we will adapt to keep up with you and any life changes you have.
