Let’s Make a Plan

Our Planning Process

A good financial plan should guide you like a roadmap. When compiling your financial plan, we will consider your income/expenses, debt/savings, and investment objectives, along with tax, estate, education, and insurance planning.

To execute a successful plan for each client, we follow the seven-step financial planning process set forth by the CFP® Board:

• Take the time to understand the layers of your personal and financial circumstances.

• Sit down with you to identify your biggest financial goals and struggles.

• Analyze your current course of action and potential alternatives.

• Conduct research to develop suggestions for your ideal financial plan.

• Present personalized plan recommendations to you, and answer any questions you may have.

• Implement your feedback to execute your preferred financial plan.

• Continuously monitor the progress of your plan, and revise it as needed.