A Step-by-step Mapping of Your Financial Journey

STEP 1: Initial Meeting (Discovery Interview)

It's hard to draw a map without knowing where you're going. We'll spend time asking you questions about who you are, what you want to do and how you want to get there. This is truly a "get to know you" meeting. We want to understand your questions so we can spend time crafting quality answers.

STEP 2: Compile your Information (Gather Data)

We'll scoop up all of the information we gathered from you and input it into our professional financial planning software. We'll spend our second meeting going over the details to ensure this strategy is based upon the facts of your financial life.

Step 3: Crafting the Strategy (Analyze & Develop Plan)

In between meetings, we'll put our heads together and enlist the experienced professionals on our team to create a strategy that encompasses your goals, making sure at every point that this strategy is creating a map to get you to your destination.

STEP 4: Recommendations (Plan Presentation & Delivery)

The strategies we deliver are based upon our understanding of your individual circumstances. We want to make sure you fully understand and are enthusiastic about the recommendations we present before any implementation takes place.

Step 5: Putting the Strategy in Place (Plan Implementation)

At your signal, we'll get started on implementing the recommendations we created for you.

Financial plan recommendations can be implemented with the advisor of your choosing. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

STEP 6: Reviewing the Map (Monitor & Update)

To make sure you're still heading in the right direction, we'll have annual meetings to review your progress and make any course corrections that are warranted. Of course, if you need a quick update we're always available to chat in the meantime and we welcome your calls and emails.