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Our Planning Approach

We want to simplify your relationship with money. Our goal is to de-mystify the financial planning process, ensuring you can make informed decisions about the creation, growth, and preservation of your wealth.

We use a logical, effective, holistic financial planning model. We coach you to look at the financial "big picture", clarifying where you are now and where you want to be. Through our process, we will offer advice and coaching on what is important to you and bring clarity to the things you need to do now, and in the future, to achieve your goals.

Here are the steps we follow:

  1. Where do you want to be?
    We sit down together and help you identify your financial goals and expectations. In any meaningful financial planning process, this must be the first step.
  2. Where are you now?
    Together, we gather all the information needed to provide a real snapshot of your current financial position.
  3. What are the options?
    When the information-gathering is complete, we meet again to clarify your present financial status, highlighting issues and opportunities.
  4. What is the plan?
    At this point, we make specific, appropriate recommendations and create a plan of action unique to you.
  5. Taking action?
    If your goals are going to be met, action needs to be taken. We do our part, and we help you with yours.
  6. Are you on track?
    We continue to meet as needed, ensuring the plan is current and any course corrections are timely. Together we build success.