It starts by understanding what’s important to you, then leading you through 6 key areas of planning your future.

GATHER

Together, we will gather important information and explore where you’ve been, where you currently are and where you would like to go. Through our discussion, we will begin the process of uncovering your short- and long-term goals.

ANALYZE

With the focus on YOU, we will analyze your current financial situation and provide multiple recommendations that will help you to achieve your objectives. In designing your personal plan, we will be sure to take into account strategies that you may have already implemented.

IMPLEMENT*

With all key decision makers participating we will map out a timeline and execution strategy to help ensure that the plan recommendations steps are completed within the guidelines we have set.

EXPLORE

Through a collaborative approach and dialogue of questioning and open discussion we’ll explore and establish your goals and objectives, prioritize those that are most important to you and start to discuss the options that are available.

DEVELOP

By reviewing and discussing your personalized plan, we can highlight how it may impact and accomplish your objectives. Then we can begin to outline a short- and long-term implementation* strategy.

MONITOR

Together, we will establish the frequency and method that you wish to meet to review your plan. Regular meetings will keep us up-to-date on any developments or changes and will give us the ability to check in on the progress toward your goal.

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of certain products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.