Tailored Just for You

Every person has a unique lens through which they view the world. You have your own story, your own set of circumstances, your own values—all of which shape the way you manage your money. Our financial planning process is designed to consider all of these unique aspects, allowing us to create a tailored plan that gives you clarity and suits your lifestyle, goals, and personality.

ARE WE THE RIGHT FIT FOR YOU?

If you’re interested in engaging our firm, we’ll set up a meeting so we can discuss your expectations, desires, goals, and concerns. This is a chance for us to get to know you, tell you a little about us, and answer any questions you have. There is no cost and no obligation, and we’re happy to have an additional meeting if necessary. If you decide to move forward, we’ll move on to the steps below.

STEP ONE

We start by scheduling a discovery meeting for us to better understand your personal and financial situation. We’ll request documents like tax returns and bank statements, and we’ll discuss your goals and dreams in detail so we can help you articulate exactly what you need and want from your financial plan.

STEP TWO

We’ll review your current trajectory by conducting a deep analysis of your financial resources, risks, and opportunities. Once we have a clear picture of your situation, we’ll explore different paths for growth and create a thoughtful, written plan tailored specifically for you.

STEP THREE

Next, we will present the plan to you, along with the information we considered to develop our recommendations. We’ll take time to answer any questions you have, then we’ll work together to determine your priorities and discuss options for implementing the plan.

STEP FOUR

Once the plan is approved, we’ll help you get all the pieces in place to implement your strategies. We’ll introduce you to any team members you haven’t met yet, set up your online account, and review any remaining details with you. With your online portal, you’ll be able to connect your banks, 401ks, mortgages, and even important documents.

STEP FIVE

Once your plan is in action, we’ll meet with you regularly (at least a few times a year) to touch base and review your plan. We’ll discuss important life updates, analyze the progress you’ve made, and adjust your goals and strategies as needed. We’re here for you so you can live with peace of mind, knowing you have a dedicated partner in your corner.

OUR PROCESS