Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. A well-grounded and effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning, and much more.

By understanding the role of financial planning in meeting your short, intermediate, and long-term financial aspirations, you'll be better equipped to control your financial future.

It Starts with You.

Our process begins with getting to know you. Aside from the numbers and dollar signs, which are certainly important, we want to know your biggest dreams and greatest fears – what excites you to get out of bed each morning and what keeps you up at night. You tell us where you want to go, and we will work with you to develop a plan that suits your needs, and as life changes, we’ll recommend course corrections to help you stay on track.

We know that a detailed planning process can be one of the most effective ways to improve financial security and we’ve designed our process around exactly that

Our Planning Process

1. Introductory Meeting

Our first meeting will be an informal yet informational chat. We’ll discuss your goals, priorities, preferences, and past experiences. We’ll also share with you, who we are and what we do. The goal is to mutually establish what your expectations are of us, and if it makes sense to work together.

2. Insight

Here is where we’ll take a deep dive to explore your individual situation, seeking to understand what you value and what concerns you most. As we gather more details about your personal and financial goals, we’ll start building the foundation for your plan

3. Analysis & Recommendations

With your detailed information in hand, we analyze your current position and create a strategy towards your desired outcome.

4. Implementation

Once the recommended strategy is thoroughly explained and agreed upon, we will assist you with implementing every component of your plan, whether that’s reaching out to attorneys or CPAs, or consolidating retirement accounts, we’ll be with you every step of the way as your advocate and accountability partner.

5. Ongoing Monitoring and Advice

Unlike many of our peers, our work isn’t finished in the prior step. In many ways, it’s just begun. As we all know, life changes. Sometimes we can plan for these changes, while often we can only react. As part of our Service Commitment, we proactively schedule Strategy Update Meetings wherein we will discuss any pending or recent changes and adapt your plan accordingly.

Contact us today to see how a financially sound plan may bring you closer to your goals.

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