The FINANCIAL PLANNING Process

Charting a course for financial success

You are in charge and your needs drives our relationship

Instead of quick answers and easy solutions, I follow a trusted process that focuses on long-term goals to help you meet life's important financial milestones.

Defining the destination:  In our first meeting, we will work together to uncover your true financial needs, goals and concerns, and evaluate your current financial position.

Charting the course:  With a better understanding of where you are and where you want to go, I will develop a written, actionable plan or proposal to help you reach your financial destination.

Setting sail:  Once you have reviewed the plan, having all your questions answered and concerns addressed, we will decide together how to proceed.  I will help you implement your plan by recommending the best tools and resources needed to help achieve your unique financial goals and needs.

Monitoring:  We will regularly review the progress made on your journey, making adjustments as necessary to keep you on course for financial success.