Financial Planning

Financial Planning is the development of a comprehensive road map for you or your family’s finances.

Imagine trying to build a house without a plan?  Building a secure financial future for you and your family is no different.

Not every financial advisor actually performs true, comprehensive financial planning. We use the Certified Financial Planner™ Board of Standards process in creating a financial plan for you. This process is considered the “gold standard” in financial planning.

Our Four Step Financial Planning Process

Step 1.  Initial Meeting. We start with a 30 minute complimentary call so we can learn more about what is really important to you. If it appears we are a good fit to work together, we go to Step 2.

Step 2.  Discovery Meeting.  We delve a little deeper so we have a clear and shared understanding of exactly what you would like to accomplish.  We have reviewed your financial documents in advance of this meeting so we can spend the time really focused on you and your goals.

Step 3.  Draft Meeting.  In this meeting we review a draft of your current financial picture. We confirm all of your numbers and assumptions, and discuss scenarios to model in your finalized plan.

Step 4.  Final Presentation Meeting. Your finalized plan is presented along with an action plan and recommendations. The plan brings you all the way up to the point of implementation. This meeting concludes the financial planning process.

Your plan will cover seven planning areas, as applicable:

  • Cash flow, budgeting, balance sheet planning
  • Risk management and asset protection planning
  • Investment planning
  • Income tax planning
  • Retirement planning
  • Estate planning
  • Education funding planning

There is no minimum required amount of assets or income for us to prepare a financial plan for you.

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