Our Process
Determining Your Goals
In our primary meeting, we will get a snapshot of your current financial picture and then determine which adjustments, changes, or new actions can be used to help you reach newly-established goals or milestones in your financial future.
Creating A Tailored Strategy
Once we have determined your goals and needs, we will input the data into our state-of-the-art financial planning software in order to further identify any opportunities or pitfalls. We will then present you with your tailored financial plan for your approval. After you decide that you are confident in your financial plan, we will put it into action. We will also communicate with you throughout the process to clarify or get more information as needed.
Management & Continued Guidance
Over the course of our relationship, we will regularly monitor and review the progress of your financial plan and make adjustments as needed depending on any obstacles that may arise. We will discuss what has already been accomplished and what still needs to be addressed along with the next steps to reach any unmet goals.