Working together starts from day one and requires effort on both parts. For your part, that means sharing a lot of data and answering several important questions. One size doesn't fit all, so the better we understand your situation, the better your plan will fit you.
We’ll help you think through your top financial goals and get a baseline understanding of where we’re starting from. We work with you to develop a clear picture of your current situation. We’ll ask lots of questions and ask for your help gathering data about your current situation. This information is the foundation for building YOUR plan.
Based on our discussions and the information you’ve shared, we’ll propose action steps to better align your financial realities of today with your goals for tomorrow.
These action steps may include one, many, or all of the following:
- Investment management (including sustainable/socially responsible investing)
- Retirement planning
- Cash flow management
- Developing personal financial statements
- Education funding strategies
- Insurance planning
- Income tax planning
- Estate planning
- Charitable giving strategies
We’ll set a list of priorities and work with you to help you achieve your goals.
Ongoing evaluation is important because things change. Beyond the economy, markets, and interest rates; even jobs, children, homes, and goals can change over time. A financial plan should be able to grow and change with you.
How does your current plan adjust for ongoing changes to income, inflation, spending habits, and other topics?
After we’ve evaluated the options, we’ll adjust your plan to stay on track to reach your goals.
If you like what you've seen so far, let's meet.
The first meeting is a time for us to talk about what you’re looking for and if we would be a good fit to help.
If you’re ready to become a client, we’ll get started! You will receive a link to your own Client Dashboard to view and share information about your current financial situation.