The Planning Process

Your financial future requires that you have a roadmap which involves a multi-disciplined approach. Our 5-step process is designed to help you navigate from where you are now to where you want to be. Your personalized plan can include ideas to optimize your cash flow, manage your investment portfolios, provide retirement options, save for education, protect your assets, and more. We’ll work with you to implement your plan, offer regular review meeting to keep you on track, and we’ll stay with you every step of the way.

Discover Meeting/ Road Map

Gather information about your financial situation, establish and quantify your personal and financial goals, define your time frame for results, and discuss how you feel about risk. Analyze your information to assess your current situation; this includes analyzing your assets, liabilities, cash flow, current insurance coverage, investments, tax strategies, and estate planning.

Financial Plan

Develop and present custom financial planning recommendations that address your goals.

Plan Review and Alignment

Review the recommendations to help you make informed decisions. Listen to your concerns and revise recommendations as appropriate. Implement your plan, coordinating the process with you and other professionals such as attorneys and accountants (if necessary).

Quarterly Reviews

Monitor your plan each quarter with you to review your situation and adjust your recommendations as needed.

Annual Meetings

Annually, we meet to review your Financial Plan, we will work with you to understand what has changed and update your plan accordingly. Based on this review we will offer recommendations and determine what actions, if any, need to be taken.