One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Our first meeting is complimentary. We will get to know you better and can explain more about the different planning processes we offer.
We look at the many different components that may impact you reaching your goals, including exploring the obstacles you face, and playing out different scenarios to help you reach those dreams.
A thorough review of your current financial situation
A discussion and understanding of your short and long term financial goals
The development of a plan to take you from where you are today to where you want to be in the future
Retirement planning
College planning
Estate planning
Insurance
There is a charge for the comprehensive plan, and it typically involves 3-5 in-depth meetings.
Sometimes clients have an immediate need to address, or there will be a significant change in their life that could make completing a comprehensive plan unnecessary at this moment. We help clients in such areas as retirement planning, college funding, and insurance planning.
There is no charge for this process, and it typically entails 1-3 meetings.