Discuss
Building a financial plan designed around your values and ambitions begins with a discussion. We call this discussion our Discovery & Engagement Meeting. Are we a good fit to work together? If so, our discussion may focus on some or all of the following:
Net Worth Analysis
Investment Planning
Estate Planning
Cash Flow Analysis
Retirement Planning
Business Planning
Charitable Planning
Education Planning
Protection Planning
Executive Benefits Planning
Design
Once we have the necessary financial data we analyze and develop financial strategies that are aligned with your values.
Deliver
Your financial plan is a living document that reflects your current financial position mapped forward with projections and action items that reflect your values. For the plan to be worthwhile, it must be implemented, revisited over time, and adjusted. Let’s get to work!