At this stage, we match our services with your specific financial planning needs. We will discuss the financial planning process and our fee-only method of compensation.
We will work with you to gather pertinent information, help you set priorities, and begin the analysis of your current financial situation.
At this meeting, we take an in-depth look at your goals and objectives, financial balance sheet, cash flow projections, retirement assumptions, tax situation, current insurance coverage, the status of existing estate plans, and any other related issues.
We provide you with sound recommendations and alternatives that promote long-term financial growth. These recommendations are made based on your financial "portrait"-we turn your finances into a work of art by advising you in the following areas:
A completed plan will be delivered to your home for review. We will then schedule a meeting to discuss all of the recommendations found within your plan document.
The last stage in the process, we will review your financial plan and show you how to proceed with the implementation of the plan recommendations. We provide insight on how to monitor the performance of your plan and when to make necessary adjustments in today's volatile market.