Our Services
and the Financial Planning Process

We provide comprehensive financial planning. What does that mean? The Financial Planning Process consists of the following six steps:

Establishing the client-planner relationship. This includes explaining and documenting the services we will provide and the responsibilities of the client and our firm.

Gathering client data, including goals. We will discuss your personal and financial goals and the time frame for results. We will also discuss your risk tolerance.

Analyzing and evaluating the client financial status. This includes looking at your current financial picture, including insurance, investments, and tax situation.

Developing financial planning recommendations. Based on your financial goals and current situation, we will develop recommendations and review them with you. We will also revise these recommendations as appropriate.

Implementing the financial planning recommendations.

Monitoring the financial planning recommendations. We will meet with you personally each year to review progress on your goals and adjust as needed.