First we explore your strengths, weaknesses, short-term goals, long-term goals. We’ll look at where you are, where you want to be, and figure out how to get you there.
What’s the big picture for your finances? Have you worked with financial advisors in the past? What experiences have shaped how you think about money?
We’ll dissect your financial statements and documents to find out what we have, what we need, and what we don’t know. We’ll use that info to compare and contrast your current financial status with the future outcomes of our recommendations
We’ll put your financial plan into action!
We’ll continue to track the progress of your plan. We don’t just set it and forget it, we’ll continue to work with you as your financial situation changes and provide new recommendations so your plan grows with you.