Prepare for the Future You Want

Crafting your financial plan means getting to know you, your dreams and aspirations. Every new relationship begins here. Here is a snapshot of our planning process:

  • 1. Establish and define Advisor-Client relationship.
  • 2. Gather Client information.
  • 3. Analyze and evaluate Client’s current financial status.
  • 4. Develop and present holistic financial plan and recommendations.
  • 5. Implement Financial Planning recommendations.
  • 6. Monitor.

We are a fee only advisory firm, so if you are not seeking a full-service relationship, we can likely work with you in whatever capacity makes the most sense for you. We are one of only a few firms willing and able to provide flat fee planning to our clients who have the time and enjoy managing the day to day aspects of their finances and retirement accounts.