Financial Planning Process

Determine Goals + Objectives

In this initial phase, we will get to know you to gain an understanding of your financial situation and what matters to you most. We will do our very best to help you meet the goals you have presented to us.

Gather Information + Data

We will review all of your pertinent financial documents, such as: investment statements, retirement benefits, tax returns, insurance policies, and estate planning documents. This will help us understand all aspects of your financial position.

Analyze + Develop Your Financial Plan

We will analyze all of the financial data, generate comprehensive strategies and recommendations, providing you with a roadmap to financial independence.

Present Recommendations

We will provide guidance on how to meet the goals and objectives provided in our initial discussions.

Monitoring + Progress Tracking

We will continue to update and monitor your financial plan to keep pace with the changes in your life. With our new online client portal, you will be able to view and track your financial analysis.