Financial Planning
We believe everyone deserves a dedicated financial planner to help them make the important financial decisions in life. Most “financial advisors” are just investment brokers or insurance agents trying to sell a product. We are Certified Financial Planners™ and engage in comprehensive financial planning for every client. What this means is we will take the time to learn about your situation, and use our expertise and experience to help you develop a plan with every financial area of your life in mind.
1. Introductory Meeting
The goal of this meeting is to get to know each other. We introducing ourselves and our services, then we turn the focus to learning more about you and your financial situation. We will go through every area of your financial situation to see where you are at and what areas need addressed.
2. Customize Your Financial Plan
This is where we get to work. We will take the information we learned from the first meeting, along with any additional information you send to us afterward, and put together a customized financial plan to help you achieve your goals.
3. Implementation
We get back together for our second meeting, where we will walk through things like financial projections, investment recommendations, estate planning, and tax considerations. At this meeting is where you will decide if you would like to continue our relationship.
4. Relationship
Once you become a client, you will hear from us regularly. One of the reasons we founded our firm was to spend more time with you. We will reach out every couple of months to see what questions you have, and get together once or twice a year to review your plan and see what changes need to be made. The goal is to develop a trusting relationship where you have someone you can call when any financial question comes up.
Areas of Expertise
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- College Savings
- Business Planning
- Social Security
- Medicare
