Develop and Present Your Plan – After we analyze the information you’ve provided us, considering your priorities and finances, we will craft a financial plan that makes sense for you and your family. Together we will review the course of action, assumptions and pros and cons associated with your plan. Our goal is not to make decisions for you, but to provide you with the information and analysis so you can make informed decisions. Our objective is to make sure we take the time needed to consider multiple options and make sure you are comfortable with the strategy.

Implementing Your Plan – Here we review the plan before we put the plan into motion, addressing any questions and concerns that you may have. We review action steps from the financial plan and discuss how they will be carried out. Some, like the investment portion, we will take care of. Other action steps may need the assistance of other professionals like attorneys and CPAs.

Monitor and Review – One thing is certain, change is constant which is why we meet with our clients frequently, once per quarter, to monitor your progress and make sure you’re staying on track. As life happens, and your financial situation and goals evolve, your financial plan should change as well. These quarterly meetings are a great opportunity to hear from you about those changes. During these meetings we will make recommendations for any necessary adjustments to the financial plan.