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...a fit for you?

Our first meeting is designed to be an overview for both the client and the planner. In this meeting we discover if there is a comfortable fit for a viable long-term relationship.

The first visit is no-cost, no-obligation.

Discovery Process

The second step is to review your financial information, documents, and objectives to ensure we understand your current situation as well as your goals for the future.

Understand Today

In this step we present a draft copy of your personal comprehensive financial plan. This plan will help illustrate how to best achieve your goals and objectives. We will show you your net worth, cash flow, estate details, etc. in a clear, concise manner. This will provide you with a foundation for specific recommendations and an action plan.

Retirement Picture

We will begin to put into action some recommendations from step #3. This could involve a variety of solutions from debt restructuring to organizing your assets into a proper allocation for your objectives.

Risk Management Review

We review and explain Estate Planning. The objective is to structure your assets in a manner which corresponds with your wishes upon passing. We discuss items such as Wills, Powers of Attorney or Long Term Care. We will review any insurance needs to ensure they are addressed effectively in a manner consistent with your goals.

Estate Planning

Here we begin the implementation of an Estate Plan and put into action recommendations from step #5

Tie it all Together & Action Plan

Step seven ties everything together with an action plan for the next three years and beyond. We complete a service agreement that articulates our plan to monitor and review your progress and we ask for your evaluation of our process.