Financial Planning
Covering All The Areas Of Your Financial Life
We provide objective, unbiased, and comprehensive fee-based financial plans customized specifically for you. We follow the CFP® Professional process, and you can expect our planning to be exhaustive and coordinated with other professionals like CPAs and attorneys. We’ll cover all the areas of your financial life such as investments, taxes, college-funding, retirement, risk management, charitable intentions, estate planning, business owner planning, to name a few.
Meeting
Our personalized process begins with a meeting to listen and understand your personal and financial situation and objectives.
Goals & Priorities
After this discovery process, we then identify goals and priorities.
Analyze
Next, we’ll analyze your current course of action and the degree to which you are on track to meet your goals.
Recommendations
The next step is to develop potential changes/alternatives and recommendations to improve your planning.
Discuss & Agree
Then, we discuss and assist you in deciding which recommendations are appropriate to implement in your financial plan.
Implementing
Implementing your planning recommendations is crucial. We work with you and any other advisors (legal, tax etc.) to ensure actions are carried out smoothly.
Review & Monitor
Finally, we conduct ongoing reviews to monitor and update your financial planning, review results and make modifications as needed.
Learn about our Investment Management services…