Financial Planning

Financial Planning

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.

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