Financial Planning Process

Our Process

Introductory Phone Conversation

Man checking his iPhone with coffee and laptop


  • Learn about your situation
  • Discuss the services we provide and the problems we solve

Second Meeting

Looking at charts and numbers


  • Present the plan
  • Make recommendations
  • Discuss implemenation strategy

First Meeting

Financial consultant reviews investments with a couple


  • Conduct confidential interview
  • Gather what a statement or tax return can't tell us about you, your goals and your objectives

On-going Reviews

Senior couple sitting together and looking at a map


  • On-going monitoring
  • Periodic meetings 

Develop the Financial Plan

Reviewing a document during a meeting


  • Perform analysis
  • Develop a plan based on your goals and objectives

Comprehensive Annual Review

Overhead view of people in a meeting



  • Full annual review
  • Reevaluate if and when changes occur

Want to learn more about how we can help?