Helping you gain the confidence that comes from having clarity by putting the pieces of your financial puzzle together.
Financial Planning Process
Our firm provides financial planning, investment advice, investment trading, retirement and emplyee benefits advice, estate and tax planning, budget and debt planning, insurance consulting, and more.
Generally our engagements involve an up-front retainer, with smaller ongoing quarterly amounts, once onboarded as a client. All fees are agreed upon prior to commencing service. We serve as ongoing financial consultants for the bulk of our clients.
Organize and
gather financials
1
Monitor and track
plan progress
Assist client with implementing plan recommendations
7
6
2
3
Financial Planning Process
Conduct an initial discovery meeting to review current financial status and goals
Create financial plan and customized recommendations
5
Finalize and deliver
plan to client
4
Collaborate with
client to review