Our process

We take into consideration all aspects of your finances including your job, current savings, family situation, current debt load, future expenses, retirement and estate planning goals when developing your individual plan. 

This is what we need from you:

  • All relevant financial data

  • A list of your financial goals

  • Who is in your family, including dates of birth.

  • A list of what you own, what you owe, what you earn and what you spend. 

  • Current insurance coverage (life, health, auto, homeowners, medical, etc..) 

  • Wills, trusts, or other estate planning documents.

With this information, we use a four-step process to develop a tailor-made financial plan.

The links below explain more about each step in the process:

   Step 1: Goal-based Strategies

   Step 2: Plan Development

   Step 3: Implementation

   Step 4: Fees & Compensation