Process

Discovery

During our initial meeting, we’ll listen and ask questions. We’ll discuss our client services, how the financial planning process works, and define each of our responsibilities. We’ll also explain our compensation structure, and review our commitment to guiding and monitoring your financial life.

Financial Analysis

We’ll consider all aspects of your financial situation by analyzing your assets, cash flow, liabilities, current insurance coverages, and any investment and tax strategies.

Goal Setting

We’ll help you define your personal and financial goals and the time frames for each. We’ll also talk about your comfort level when it comes to taking financial risk.

Recommendations

We’ll compare your current state of financial well being with scenarios showing our recommendations. We’ll then serve as your coach, coordinating the process with other professionals—attorneys, CPAs, or other specialists, if needed. You also have the option of implementing the recommended strategies on your own.

Monitoring

As you work toward your goals, monitoring progress is key. This is a service we offer - we check in regularly to review and update your plan and then make necessary adjustments along the way.