Our Planning Process

  1. Identifying your goals.
    First, we'll work to understand your highest priorities, where you are today and what financial independence means to you. That said, we've learned over the years that money is not only logical, but highly emotional as well. So while it's essential that we understand the logical aspects of your financial situation, for us to do our job well it's imperative that we understand what makes you tick, what money means to you and the challenges you've faced as it relates to planning.
  2. Developing your personalized plan.
    We’ll then analyze your financial situation and give you a comprehensive look at your retirement, kids' education, debt management, insurance needs, investment strategies,  and anything else you tell us is important to you. This 30,000 foot view will give you the answer to the universal question: Are we going to be okay? From there we'll provide detailed recommendations to help close any gaps and take advantage of opportunities to be more efficient so you and your family can achieve financial security.
  3. Implementing your financial plan.
    Because knowing better isn't doing better, together we’ll help bring your financial plan to life with quality solutions and  proven financial products.
  4. Review your plan.
    Even small changes in your life can impact your financial plan. We’ll help you adjust your plan as needed to stay on track

A Financial Plan Tailored for You

Infographic of a pyramid divided into 4 parts surrounded by circular arrows

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.

Education funding

With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.

Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.