Our Process

Your first visit with us is entirely free! We would like to get to know you and your financial situation. It’s integral for us to have a complete understanding of each client’s goals and financial situation so that we may focus on you and preparing for your future. It’s what financial planning is all about and what we strongly believe in. During our initial consultation, we will get to know each other, discuss your needs, goals, review your present financial situation, and determine the possibility of a relationship.

After a few initial meetings, we will present an analysis of your financial situation and discuss recommendations going forward. Together, we implement the recommendations and monitor your progress. From there, we plan regular meetings with you to assess the progress toward your financial goals and, when necessary, we will make adjustments to your financial plan.