Planning Process

Client Centered

Our Financial Planning Process involves 6 main areas.  This is what helps us establish the foundation of your financial future and is used on a regular basis to ensure we continue to monitor your goals, as life continually changes.  

1. Define your goals and values: What's Important to you?

2. Collect your data: Look at your starting point

3. Analyze your plan: Develop a plan to get from where you are to where  you want to be

4. Present your plan: Educate and recommend

5. Implement the next steps: Take the steps you are comfortable with to work towards your goals

6. Monitor Progress: Life's a journey and so is your financial plna