Comprehensive Planning

We will do in-depth analysis of your overall financial life and build an actionable financial plan that can be updated as your life and needs change.

Ongoing one-on-one relationship with your planner
Complete review of all the major areas in your financial plan
Quarterly meetings to review progress and key adjustments as your life happens
Streamlined process during implementation phase
Full access to your live financial plan any time you want
Access to our Investment Management service

What Our process looks like.

Discovery

This is where we get to know each other a little better and determine if we're the right fit.

We'll review over your unique needs and clearly define you financial goals.We'll discuss the financial planning process and review over any potential challenges we may need to overcome to have a successful engagement.

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Organize

Time to roll-up our sleeves and get a clear picture of the potential work ahead.

Before our meeting, we'll work with you to organize the information necessary. At our meeting, we'll address any additional questions or planning needs you may have and evaluate the services and pricing that make the most sense for you and your needs.

Review

This is time for you to review and process what we've discussed so far.

We understand that hiring a financial advisor can be a big commitment. It's important that you are comfortable and confident in the decision you make.

During this time, I'll be available to answer any additional questions and provide any additional education you may need to help with your decision.

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Delivery

We've moved forward with the the planning process.

At our plan delivery meeting, we'll do an in-depth review of your current financial picture. We'll take this time to go over the opportunities I identified and layout the steps necessary to reach your financial goals.

After our meeting, we'll provide access to your financial plan for you to access at any time.

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Implementation

It's time to put all the work we've done into action.

If we've elected the comprehensive planning service, we'll be there every step of the way to motivate, follow-up and take as much legwork as possible to implement the plan we collaborated on.

If we've elected the project planning service, we'll be available for 30 days after the delivery meeting for continued support while you're taking the steps to implement the plan.