Financial Planning | Wealth Management | Bend, OR
Let’s Make a Plan
We are here to help you succeed.
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.