Our Fee-based Planning Process

We focus on:

Clarifying, quantifying and identifying your goals to help provide a life that has meaning, joy and financial stability.
Gathering information to assist in making educated and informed decisions.
Establishing critical assumptions for your plan.
Finding appropriate and effective tools to use to implement your strategy.
Identifying your expectations for loved ones in the event of a premature death, disability or long term care event.
Creating a financial plan that provides strategies to pursue identified goals, including solutions to hidden risks.
Re-prioritizing, if necessary.
Meeting with your family members, executors and other advisors to discuss your financial plan, as you desire, for a coordinated strategy.
Periodically updating your financial plan to help make adjustments due to our ever changing environment, lives and desires.