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Collaborative process

Planning, Execution, and Review 

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.