Our Process
Beginning with an introduction meeting where we get to know you and your values, we obtain information needed to conduct a review of what you have currently. We find out where you want to go and what you need in order to get there.
A holistic plan is outlined and provided to you. After that, we coach you on how to implement your plan, and then provide ongoing monitoring and support. In order to establish a timeline for your financial achievements, we communicate often and openly with our clients.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution. Adjustments will be made as your life changes and grows for our ongoing financial planning services that we provide.