Our financial planning process

Our approach to financial planning is consistent, purposeful, and continuous. We’ll begin with an initial meeting where we’ll get to know each other and get organized. Next, we’ll analyze your financial situation and build your financial plan. Then, with your assistance, we’ll put the recommendations in place. Finally, we’ll keep your financial plan on track with regular ongoing meetings.

*Implementation of your written recommendations will be done separately from the Financial Planning Services and Financial Consulting Services. You’ll determine if, when, and how to implement recommendations.