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Our Financial Planning Process

Relationships are Key

All of our client relationships begin with communication. During your first meeting you will do more talking than listening. We want to understand more than just your finances. Our team wants to hear about your long-term goals. We are excited about the future and measure our success by the success of our clients.  


All great relationships begin with a conversation. Like you, we need to know that we're the right fit for a long term relationship. 

Goal Setting

What are your current goals? What does your retirement look like? We review the facts and refine your vision of the future. Let's get into alignment  on how to prioritize.  


Behind the scenes our team takes hours to work on your personal financial plan, gathering additional details, and reviewing the technical stuff which supports our professional recommendations. 


We introduce you to an easy and convenient tool, eMoney. A wonderful way to stay organized and document the progress you've made!