We’ll help you think through your top financial goals and get a baseline understanding of where we’re starting from. We work with you to develop a clear picture of your current situation. We’ll ask lots of questions and ask for your help gathering data about your current situation. This information is the foundation for building YOUR plan.

Based on our discussions and the information you’ve shared, we’ll propose action steps to better align your financial realities of today with your goals for tomorrow.

These action steps may include one, many, or all of the following:

• Investment management
• Retirement planning
• Cash flow management
• Developing personal financial statements
• Education funding strategies
• Insurance planning
• Income tax planning
• Estate planning

We’ll set a list of priorities and work with you to help you achieve your goals.

Ongoing evaluation is important because things change. Beyond the economy, markets, and interest rates; even jobs, children, homes, and goals can change over time. A financial plan should be able to grow and change with you. That’s why we don’t deliver a one-time document that may be out of date within months.

Every year we will meet to reassess your financial plan and make any changes needed to help ensure you're on track to meet both your short and long term goals. Your financial success is our passion.