This is our foundational planning platform designed to address less complex financial situations. Financial planning is a process, not an event; therefore, we take the time and care to walk our clients through this process to develop a solid foundation for their financial future.
We walk our clients through the following steps:
During the interview process, we gather your financial information and discover your hopes, dreams, and concerns.
We recommend solutions that alleviate your concerns and move you closer to your financial goals.
We put into place mutually agreed upon solutions in the first step of your financial plan.**
Our lives are constantly evolving and we need our financial plans to keep in step. We meet with you and review your plan as often as needed.
*As you progress through life and your financial life becomes more complicated, we encourage you to consider our Strategic Wealth Platform which allows a more comprehensive review of your situation.
**You may implement the financial plan at the financial institute of your choice. Updates to financial plans may incur additional financial planning fees.