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:
1. Discover:
During the interview process, we gather your financial information and discover your hopes, dreams, and concerns.
2. Recommend:
We recommend solutions that alleviate your concerns and move you closer to your financial goals.
3. Implement:
We put into place mutually agreed upon solutions in the first step of your financial plan.**
4. Review:
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.
