Our Planning Process

During our initial meeting, we listen as you explain about your goals, needs, dreams and challenges. Through our conversation, we uncover the details of your financial life and carefully consider if we are a good fit to work together. We discuss your long-term and short-term goals, priorities, and the investment strategies you already have in place. We share information about our team and answer any of your questions.

Before we can develop your plan, we need to know your complete financial picture. We will gather information and details of your current financial situation. We start with your life and plan your money around it. Our deep analytical approach and comprehensive evaluation includes understanding your:

• Risk tolerance

• Dreams and priorities

• Retirement goals

• Estate investment planning strategies

• Risk management and insurance needs

Our next step is to present our recommendations. Combining eMoney^® planning software with our planning expertise, we provide you with an assessment of your complete financial picture. As we implement the plan, we document your goals and we can meet to review your progress.

We meet with you to review and adjust your plan so its stays up to date and in sync with your changing life. By reviewing your investment results against your plan, you’ll always be able to easily answer the question, ”How am I doing?”