We ask you to share with us your vision for the future and your family’s future, as well as what type of lifestyle you enjoy living in the present and the priority level of each goal.

Together, we identify and take a snapshot of your financial life – your income and expenses, investment accounts, insurance policies, wills, trusts, and other financial documents, which are used to create a financial picture of where you are at this point in time.

We will analyze your current financial picture and measure it against everything you want to do, so we can identify any gaps that may exist.

Your written financial plan is presented for your review, to show the summary of our conclusions based on our analysis and, more importantly, to show the steps we believe are needed to take in order to meet your goals and objectives.

Once the plan is in place, we recommend strategies to help accomplish your goals and discuss how our partnership can help the well-thought-out plan to become a reality.

Your plan will evolve over time as life changes or occurrences take place. Our regular meetings with you allow for necessary adjustments to your plan, making sure it stays in direct alignment with your goals, even as they change.