Kristopher J. Weinisch

Our collaborative approach to financial planning is at the heart of our client relationships. We take time to understand your vision, values, and goals. Our client experience offers you an effective way to identify and prioritize your goals so we can help you develop a comprehensive financial plan. Our mission is to help you build the wealth and financial security you need to let you live the life you imagined.

Our planning experience includes four phases: Discovery, Presentation, Implementation, and Ongoing Review.

1. Discovery meeting: Understand and Clarify your goals. Our first conversation will allow you to share the goals that are most important to you and clarify what you would like your finances to provide for you, your family, and your future. We will also learn about your current financial resources and the existing strategies you have in place.
2. Presentation meeting: Educate on key concepts and Identify opportunities. In our second meeting, we will share a customized financial plan with you to provide education around important financial concepts, and to show you how you are tracking toward your goals. We will identify any gaps in your plan and provide options and solutions that will increase the probability of achieving your goals.
3. Plan Implementation meeting: Once you have taken time to review your plan and the options and solutions we share, if you choose to hire our team, we will help you implement your financial plan. We may also share introductions to other professionals for planning areas outside of our expertise such as an Estate Planning Attorney, CPA, Realtor, etc.
4. Ongoing review and Plan Tracking: If you become a client, we agree to meet regularly to review and update your plan and track progress toward your goals. Circumstances change, and we are committed to helping our clients adjust and update their plans, as necessary, so you continue to feel confident and secure.