Our Financial Planning Approach

Many people spend more time every year planning their next vacation than they do planning their financial future. The fee-based process outlined below can be accomplished over the course of one discussion or several discussions depending on the complexity of your situation.


Establish and
Define a Relationship

Explanation of services and responsibilities, including compensation, length of the relationship and how to make decisions.


Develop and Present Financial Planning Recommendations

Discuss recommendations, including the rationale so you can make informed decisions.  Review concerns and revise recommendations if necessary.


Establish Your Goals
and Gather Data

Discuss your current financial situation and gather pertinent documents. Define your personal and financial goals.


Identify Action Items*

Agree upon how the recommendations
will be carried out, including who is responsible for each action item.


Analyze and Evaluate
Your Financial Status

We consider all aspects of your current situation to determine what you need to
do to meet those goals.


Monitor and Adjust Your Plan

Make sure you are staying on track by monitoring your plan.  Adjust recommendations as life transitions and changes take place.

*Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Take your next step: Explore Our Services
Contact Us to set a time to explore your needs or send us an email to get a specific question answered.