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Financial Planning

What is a Financial Plan and Why Do I need One?  Building a Financial Plan is like Creating a Roadmap and Everyone Should Have One

You wouldn’t build a house without a plan. Why should your investments be any different?

Financial Planning

We believe that every client needs a plan.  Your financial plan will serve as a map that will help you live life to the fullest with financial confidence.  We follow a proven Six-Step Process, which helps us to create a financial plan that is specifically tailored to you and your goals. Our process is far more is more than creating investment strategies.  We take the time to learn about your needs and your goals so that we can help you live the best days of your life.

After all, goals are the foundation of any plan.  Financial planning is about more than just managing money.  It’s about setting goals for your future and taking steps to achieve those goals. 

Our initial discovery process is the most important step because it allows us to learn all about you.  To make sure we understand your needs and goals, we ask that you complete our Financial Fact Finder, as well as our Risk Tolerance Questionnaire, and then we hold an initial meeting.  These questionnaires and our time together help us draw a more complete financial picture and give us insight into which paths may be best for you.  After that, we perform additional research, ask follow up questions, and thoughtfully create the initial draft of your personalized plan.

Your plan could address such diverse topics as college planning, retirement funding and planning, creating a legacy, and debt reduction or retirement tax planning, just to name a few areas. 

Once we confirm that your plan is aligned with your goals, we begin executing on the plan, which means very different things to everyone.  That’s why, throughout our relationship, we focus on maintaining and monitoring that plan by having periodic check-ins and meetings with you throughout the year, which are critical to monitoring your progress and working toward your goals.

No matter what your situation or need, rest assured that we have the services and options to help you pursue your goals and take control of your future.

At times, we may recommend the purchase of insurance policies, annuities, and 529 Plans.  In these instances, we are paid via commissions by insurance companies and investment sponsors, which we will disclose in advance.

We aim to create a financial plan with the right investments that fits your life goals.