Our Process

We start with the WHY.  That is why save, invest and plan for the future, which leads to some very worthwhile discussions around your specific goals or objectives.  The next step is to gather information to bring together and design the financial strategies needed to pursue your personal objectives.  Using interactive technology to present we can collaborate together in real time to take a look into the future to understand how the decisions you make today affect the future.  Once we have a workable plan we then move to implement recommendations.  At this point the work is far from over.  In fact, it is just beginning.  The expectation is to review and monitor the plan ongoing at least once per year and more often as needed to make sure you stay on track.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

We can help you execute a sound financial program utilizing the following products and services:

  • Comprehensive Financial Planning
  • Fee only Financial Planning
  • Tax management
  • Investment management
  • Retirement Planning 
  • Estate conservation
  • Long Term Care Insurance
  • Charitable Gifting Strategies
  • Tax Free Investments
  • Tax Deferred Investments
  • 401k, 457, 403b rollovers
  • 529 College Savings Plans