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Our Process

How we work

How we work

We know everyone will have a different understanding of our process and working through each step will be unique to each individuals situation.  Financial planning is much more than investment advice, and we have found more meaningful results by combining money management with strategic planning. The number of meetings will be determined by the complexity and level of your needs. We generally find the following schedule of calls and meetings (in person or via phone conference or web video call) work well (some may not be applicable to your needs):

  • Introductory call
  • Discovery meeting
  • Proposal presentation
  • Onboarding meeting
  • Budgeting review meeting
  • Insurance analysis and recommendations meeting
  • Financial Planning
  • College Planning
  • Retirement Planning
  • Quarterly, Semi or Annual ongoing Review meetings

When you work with us it is a team effort. To save time, you may choose to fill out our electronic questionnaire so some of the information can be prepopulated.   If your prefer we can gather the information in person.  Once your information is entered we then delve into the specifics.   We spend time double checking the details you have provided in order to ensure they are as you understand them to be, prioritizing the areas of your plan that we will focus on first.

Choosing to do your planning with us, you will receive your own personal secure website which gives you the flexibility to login to your plan at any time. This website allows our clients to see where their plan is today compared to their goals, check on their investments or budget, make updates and even save important documents so they can be easily accessible to them or others when needed.   Your website will also be available to you on your smartphone, so you can be in touch at any time.   

Our clients are the number one reason we do what we do! We help our clients live their best life!