Our Planning Process
Together, we'll look at where you are, wherever that is. I'll then give you multiple strategies specifically designed to take you where you want to go. Here's how we'll get it done:
Discovery Meeting
Vision and goals
Recommendations Meeting
Personalized written plan
Implementation
Step towards your goals
Ongoing Relationship
Review and update
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.