Collaboratively Plan and Execute
The Initial Consultation is the first step towards gaining an understanding of you and your family values.
Our process begins with Discovery once you hire us. From there we help you "Get Organized" by locating and documenting your full financial picture. Over the years memories change and having accurate documentation makes it easy to make informed decisions. Our next meeting, we bring options to the table to help you tailor the right options for you and your family. Execution begins with us taking actions to address your most pressing challenge.
"Financial Planning is a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances." - CFP Board
Initial Consultation
Identify your concerns, challenges, and decide to work together
Discovery
Determine your Values, Goals, and Concerns
Get Organized
Locate and document key financial information
Set Priorities
Collaborate to set your priorities
Execution
Take action in priority planning areas
Review
Quarterly review and assesment of your plan
Incapacity and Risk
Protect and plan for potential medical challenges ahead.
Legacy and Charitable Planning
Review and implement Estate and Charitable giving plan.
