Our Financial Planning Process
How Will you Build my Financial Plan?
Step 1:
Discovery
We will meet first to gather more than data: we want to capture your goals, dreams, and values. We want to listen to everything you have to share!
Step 2:
Laboratory Time
Our team will take what we hear and spend some time in the lab. We will run some tests, do some analysis, and use our robust planning tools to design your personalized plan.
Step 3: Dialog
We will gather again to continue our conversation, review findings, look at scenarios, and help you dream.
Step 4: Action
You will receive specific recommendations, observations, and an action plan we can help you execute.
Step 5: Lifecycle
We’re not done; we’re just getting started! This plan is a living document. Life changes fast. We will listen, adjust, and react with you and modify your plan. We meet each year to update and check-in.
We Look Forward to Serving You!
Click the link below to get to know our team better!