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Our Process

To us, comprehensive financial planning doesn’t only describe the plan and action items we provide our clients, but also the process that we take them through. With each of our clients, we take them through a three-step process that includes…

  1. Education
  2. Evaluation
  3. Execution

We believe that education leads to empowerment which manifest in action. We strive to educate our clients on the challenges that lie ahead, the threats that could derail them, and the potential solutions that will help them reach their goals.

Once they have a basic understanding of these concepts, we evaluate not only everything that they currently have, but also the solutions that are available to them. Through this evaluation process, our goal is to be able to deliver a financial plan that shows our clients how to save money while getting every dollar working towards their unique goals.

After the evaluation phase concludes and the plan is in place, we act. A good financial plan can take time to fully execute, and we will be there for them throughout the entire process. However big or small the action item is, we help our clients implement their strategy every step of the way.

Mostly importantly, we are building a personal relationship and financial partnership for many years to come. The goal is not a great start, but rather a strong finish, and we believe that continuously monitoring the plan and the progress towards goals is the best way to finish strong.  

Financial plan recommendations can be implemented with the advisor of your choosing.
Implementation of specific products or services may result in commissions or fees outside of the
financial plan fee. Periodic reviews of your financial plan may require a new planning agreement
and result in additional fees.