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Financial Planning

We get it. People are busy. It’s difficult enough to take a detailed look at your finances, much less where you want to be in 10, 20 or 30 years. We spend every day thinking about your future and finding ways to help you get there by making smart decisions.

Your plan will cover seven planning areas, as applicable:

  • Cash flow, budgeting, balance sheet planning
  • Risk management and asset protection planning
  • Investment planning
  • Income tax planning
  • Retirement planning
  • Estate planning
  • Education funding planning

Your personal financial plan is the blueprint to reach your goals and live out your values. But after the plan is constructed, how will you keep your finances on track? Life tends to be full of surprises. For continued support, learn more about our Wealth Management Program.

Where do we start? 

Here is how our financial planning process works:

Step 1

Initial Meeting

We start with a 30 minute complimentary call so we can learn more about what is really important to you. If it appears we are a good fit to work together, we go to Step 2.

Step 2

Discovery Meeting

We'll discuss what you would like to accomplish. We have reviewed your financial documents in advance of this meeting so we can spend the time really focused on you and your goals.

Step 3

Draft Meeting

In this meeting we review a draft of your current financial picture. We confirm all of your numbers and assumptions, and discuss scenarios to model in your finalized plan.

Step 4

Presentation  Meeting

Your finalized plan is presented along with an action plan and recommendations. The plan brings you all the way up to the point of implementation.

Interested in Financial Planning? 


Schedule a Quick Call