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Our Process

Regardless of where you are in life, you should be taking the proper steps toward a sound financial future. Our plans are designed to help you achieve that. We adhere to the CFP® Board Financial Planning Practice Standards when developing our plans, which are comprised of six key steps:

  1. Establishing and defining your goals. Before delving into any financial plan, we first must acquire an in-depth understanding of your current situation. We’ll thoroughly discuss your current financial landscape, in order to identify your areas of concern, risks and goals.

  2. Gathering data and keeping it private. We’ll then gather as much data about you as possible, in order to form a complete financial picture. Rest assured that keeping your data private and secure is of utmost importance to us.

  3. Analyzing and evaluating your financial status. Once we’ve acquired the data needed, we’ll get to work on analyzing all parts in order to determine a personalized plan of action for you.

  4. Developing and presenting our recommendations. Once we develop your personalized, comprehensive financial plan, we’ll meet in person and present it to you. We’ll work together to make any adjustments necessary, yielding the end goal of the most efficient, appropriate strategy for your unique situation.

  5. Helping you implement our recommendations. So now you have your plan ready to go. Now what? We stand by you every step of the way, as we help implement the plan and put our expert strategies to work for you.

  6. Monitoring and adjusting your plan. Just as important as putting your plan in action, is continual monitoring and adjustment of your plan over time. Your plan needs to evolve with you as you move through the stages of life. We’ll check in with you periodically to ensure you’re staying on track to meeting your financial goals, and we’ll make any updates as needed.