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OUR PLANNING PROCESS FOLLOWS THE CFP® DISCIPLINE.

We believe in a thorough financial planning process. We dedicate three separate meetings prior to delivering your financial plan. In order to provide actionable recommendations, our process is designed to gain a detailed understanding of your financial position and goals.

1. ASSESSMENT

To start, we assess your current financial position to determine if our financial planning process makes sense for you.

2. GATHER DATA

From there we gather information and fine tune your goals. The better we understand your financial picture the more accurate your plan will be.

3. IMPLEMENT

Your plan has been created. Now it’s time to take action. Whether these action items necessitate long or short term attention we’ll help guide you through the process.

4. MONITOR

You’ve taken the steps necessary to put you on the right course to achieve your goals. Now we monitor your progress through ongoing meetings.


Most individuals or families experience a major life change every 5 to 7 years. If necessary, this is when we adapt our thinking and strategies to fit your new financial position.