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Financial Planning

Our first priority is getting to know you and your family. We want to learn about your personal situation, identify your goals, and help you pursue your dreams.

Long-term relationships rooted in open and honest communication are the foundation of our financial planning process with the clients we serve.

As an independently owned and managed firm, we are not limited to one brand of product and have freedom of choice for our clients. We have a vast array of financial tools to support our financial planning process. 


Our Process

Our Process

Introductions - Learn who you are, share our story,  and explain what the Financial Advisor/Client relationship looks like

Fact Finding - Gather your information: what are your goals and what is your current financial situation

Analysis - Evaluate information you provide: proactively identify your strengths, financial challenges and potential opportunities 

Choices and Recommendations - Discuss and explore our recommendations and the identified opportunities to allow you to choose the best option that aligns with your goals, priorities, and financial aspirations 

Implementation - Execute the agreed upon recommendations together

Review - Keep an on-going partnership through re-evaluation and periodic reviews, especially during life changes



Financial Planning Elements

Our Financial Planning process focuses on nine separate areas of your financial life. 

Although we break these into individual headings, each area can have a dramatic influence or affect on other areas.

Click below for an in-depth look at our financial planning elements. 

Planning Elements