Let's Partner in Your Financial Success.
Our process begins with getting to know you, your values, and your goals. We will spend time gaining an understanding of your current financial situation as well as learning where you want to go. From there, we will identify the next best steps you can take to be successful, and we'll work with you to develop a plan that sets you on the right path. We understand that along this journey there will be life changes, and we'll adjust your plan to ensure we stay on the path to successfully achieving both your life and financial goals.
We talk a lot about understanding and achieving your goals, but we also want to share with you our primary goals as they relate to working with our clients. We want to serve as your trusted partner, rather than just strictly as an advisor, as we walk alongside you throughout this journey. Our ultimate goal is for you to have an extreme level of confidence in your financial plan, enabling you to enjoy the secure and prosperous retirement you've worked so hard for.
Our Free Planning Session Can Help You Take Control Of Your Retirement & Financial Life.
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So what are the steps?
1. Introductory Meeting
In our first meeting, we want to know what's on your mind. We'll identify your goals and values and gain an understanding of what is most important about money to you. This meeting not only allows us to get to know you, but helps you solidify what's truly most important in your life. We'll also establish what your expectations are for us and determine if an ongoing partnership may be the right fit.
2. Creating Your One-Page Plan
After our first meeting, we'll take a deeper dive into your situation to determine the next best steps you can take to achieve your goals. We will review account statements and various net worth, income, and expense items. This allows us to uncover opportunities and propose a clear path forward. The more open and transparent this phase is, the more detailed our plan will be.
3. Delivering Your One-Page Plan
Now that your One-Page Plan is complete, we will deliver this roadmap that outlines how we will guide you towards achieving your financial goals. This plan will address three key components to your financial success: The Income Plan, The Investment Plan, and The Tax Plan. These critical pieces must work in sync to reinforce and optimize the overall plan. Learn more about The One-Page Plan
4. Ongoing Partnership
We look forward to becoming your partner and walking alongside you as we embark on this improved financial journey. We understand your life is constantly changing, and your goals will too. We will be with you every step of the way to ensure the plan remains solvent before life and financial decisions are made.