A detailed planning process is the best way to establish a call to action. Once we get to know you, we offer to begin to develop a dynamic plan that is designed to meet your immediate needs and goals while leaving the flexibility to adjust for changes in your professional and personal life down the road. We are in this together!

So how would we proceed?


Introductory Meeting

This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what our expectations are for each other, and whether an ongoing partnership is the right fit.

Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this period, we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

Detailed Planning

Now it is time to set you up with a plan. Based on the prior discussions, we offer to deliver an easy to follow roadmap that will lead you towards your financial goals. We can address the areas that are of greatest importance to you, whether that means retirement savings, early investment options, risk management, insurance, first time home ownership, or estate planning. We can specify the steps needed to take on each obstacle.

Ongoing Aid and Advice

Your priorities and goals will inevitably shift through time which is why we offer to proactively update your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will offer to keep your plan current and transition along with you. Be sure to contact us directly, in writing, as your circumstances and objectives change.