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