Financial plans done by experts in the field.
Your financial plan will be developed by a CFP® professional who has over 20 years of planning experience and then delivered to you in a simplified format that is always accessible online.
Our Financial Planning Process
Discover What Is Important to You Including...
- What are your unique goals?
- What milestones do you want to achieve and when?
- What challenges are you facing as you work toward achieving your goals?
- How do you approach challenges?
- What is your risk tolerance and does that match your goals?
Build a Strong Foundation
Defining Your Financial Road-map.
Once we begin learning where you are, where you’d like to be and what’s most important to you, we'll begin assembling all of that input into a plan for you. Because we offer in-house financial, tax and investment planning, we intimately understand all your financial needs at a holistic level.
We will write a comprehensive financial plan that includes things well beyond just your investments and current defined goals. We also include advanced planning elements like taxes, charitable giving and planning for inheritances.
Once your plan is delivered, we have coordinated ongoing tracking of progress. You can access your accounts in the client portal at any time, and we will meet with you for lunch/coffee or in our office for bi-yearly meetings to review your accounts, assess progress and modify the plan if needed.