1. Life Planner
It all starts with an initial meeting where we learn about you and your life. During this complimentary one-hour, no obligation consultation, we seek to gain a clear understanding of where you are, where you want to be, and what is really important to you. This provides an opportunity to discover if we are a good match for each other. After this meeting, we mutually decide if we should proceed to the next step.
2. Financial Planner
Once we fully understand your current situation and have gathered all the necessary information, we'll begin working on your financial roadmap. We'll walk through our interactive planning platform, share our insights, and help you envision a forward-looking strategic plan. You'll gain a clear understanding of what your financial "big picture" looks like, items to consider, and recommended action steps.
3. Financial Advisor
Based on what we have determined from previous steps, we will begin to implement your strategies and help coordinate all the moving pieces of your plan.
With our Lifestyle Financial Planning process, we help you take a much deeper look at the things that are really important to you and your family.