We meet face-to-face to learn about your planning goals, needs, and to introduce our planning process and fees.

Define the scope of service and create a plan from assessment to implementation and monitoring.

Quantify current financial situation and target goals. Determine attitude towards risk and priorities.

Analyze strengths and weaknesses in current financial situation and strategy, identify targets, and formulate comprehensive solutions.

Present data driven action tasks to adjust course to balance risks, priorities, and achieve objectives.

Make any adjustments to cash flow, asset allocation, liquidity order, risk management, and tax allocation.*

*We will work in coordination with your tax/legal advisor where needed.

At least annually, we will meet to review progress, reassess strategies, and adjust trajectory to meet ongoing financial objectives.