Our Planning Process



Our financial planning process is the foundation in our independent, comprehensive wealth management services. We tailor a plan to fit your individual needs and goals and then follow an annual process to review and assess progress towards those goals.

Phase 1 – Discover Your Needs

  • Discuss personal and financial goals…
    o    What are your concerns?
    o     What are your dreams?
  • Review current financial picture
  • Provide an overview of opportunities and how we can help you
  • Outline next steps

Phase 2 – Create Your Financial Plan
Approximately 2-4 weeks are needed for data research, organization and input of financial information for your custom plan.  

  • Discuss preliminary findings and crystallize short, medium and long-range goals and objectives
  • Determine your risk tolerance
  • Finalize goals and projections to create an accurate path to reach your goals

Phase 3 – Put Your Plan Into Action

  • Deliver and explain financial analysis and plan
  • Review implementation needed to achieve your goals
  • Allocate resources toward specific goals and complete paperwork

Phase 4– On-Going Review & Management

  • Develop long-term business relationship
  • Meet at least once a year for an overall review of your complete financial picture
  • Review action list and financial plan to ensure we are on track