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Together we examine and implement important financial decisions in our effort to achieve financial autonomy

Interested in Seeing What We Could Do For You & Your Financial Future?

In taking a comprehensive approach to developing your financial plan, we’ll work with you through each step of our financial planning process to learn more about your financial habits and needs. Doing so allows us to customize our independent advice and develop goal-based solutions that encompass every aspect of your financial picture.

First, Follow Our Simple Steps to Getting Started

Step 1

Schedule a Time to Get Acquainted

To get things started, choose a time that works for you to get better acquainted with our firm.

Schedule Now

Step 2

Complete Our Online Client Questionnaire

To make the most out of our initial meeting, please provide some important info using our online client questionnaire.

Fill Out Our questionnaire

Step 3

Tell Us More About Your Greatest Financial Concern

A concern today, a goal together. Tell us more before we meet.

Your Financial Goals

Next, Review Our Planning Process

Getting Acquainted Call

(Offered Remotely)

- Tell us more about your needs, concerns, aspirations

- Review our process

Engage & Gather Information

- Engagement letter

- Receive data-gathering action plan

- 30-day spending review notebook

- Complete financial assessment notebook

- Online collaboration 

Goal Meeting

- Identify values

- Clarify priorities

- Review risk tolerance

- Identify strengths

- Identify potential obstacles

New Account Introduction

- New client paperwork

- Confirm communication preferences 

Solutions Meeting

- Presentation of your customized financial plan strategy

- Review suggested action plan

Implementation Review

- Confirm we have implemented your strategy as expected

- Review new statements

- Answer questions

Annual Check Up

- Monitor progress

- Help maintain focus on goals

- Address new issues, transitions and concerns

- Review allocations and portfolio

- Review action plan

Interested in Seeing What We Could Do For You & Your Financial Future?

Get Started