Financial planning is an important part of our service. We prepare plans for nearly all our clients since the process helps us understand your long-term goals and dreams. It does involve detailed analysis but it ends with a set of clear recommendations that will help you prepare for the future dramatically improving the odds you will successfully meet your objectives. We also follow through and help you implement our recommendations. A financial plan should be viewed as a living document that adapts to changing circumstances whether it be in your life or events external to your life. Changes in your career, family circumstance, or tax laws should be reflected in revisions to your roadmap.

Picturing Your Future

We spend significant time getting to know you, documenting your goals, and helping you map out your vision for the future. Listening to you is OUR priority here.

Document your Circumstance

Data collection is an important part of the process. We make it efficient and painless.

Preliminary Results Review

Confirmation that the information we are using in our systems is correct. Seeing things in black and white is important. This step allows you to make changes helping to make the plan your plan. After all you’ve hired us! We are your consultant.

Present your Roadmap and Discuss your Future

We want this to be a happy, enjoyable meeting. We help show you how you
can achieve your goals and dreams and what steps you may need to take to improve the odds!

Monitor and Review

We like to circle back and review actions that have been taken and what effect those actions might have on your roadmap. We will revise it as needed to reflect those actions so you have the most up to date information. We have systems to help you remember what you need to do and when! Why should you have to remember everything? You hired us to help!

Things Change!

Over time things change, we suggest we periodically revisit your roadmap and revise it as needed. If we are helping you manage your portfolio we do not charge you for these revisions.

Lean on Us

Life is complicated, there are always decisions to make. Should I buy that second home? Should I buy or lease a car? How should I fund college? These questions may arise. We want you to know that we are always here to help you sort through the trade-offs and what effect the decision has on the rest of your roadmap.