Comprehensive Financial Planning

Comprehensive Financial Planning

Customized financial planning starts with you. What is important in your life? How should we prioritize your goals? What does financial success mean to you? Only by answering these questions can we then move forward with your personalized financial plan. 

The delivery of the plan is just the beginning. As your life changes, we revisit the plan and make necessary adjustments.

As a financial planning client, you receive:

  • A free 20-minute phone consultation to discuss the financial planning process and discover if we are a good fit.

  • A complimentary 60-90 minute meeting where we discuss your financial goals, hopes, and fears. Meetings can be held virtually or in person.

  • A 60-90 minute discovery is held to dig further into the numbers that drive your financial plan and refine your goals.

  • A 60-90 minute delivery meeting where your personalized financial plan is presented. We review the plan and make adjustments based on your feedback. We will then discuss the steps necessary to implement the plan.

  • Meetings throughout the year to monitor your progress and address life changes.

  • You will have access to a Certified Financial Planner with over twenty years of experience in the financial services industry.

  • You will also have access to a network of experts that include CPAs, estate attorneys, insurance specialists, and travel specialists.

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