Financial & Retirement Planning
As CERTIFIED FINANCIAL PLANNER™ professionals, our approach to creating a successful financial plan is to first listen and take time to learn about you and your family. The better we know you – your lifestyle and your goals – the closer we are to helping you create a successful financial strategy tailored to your unique wants and needs.
We then deliver and discuss a customized financial plan providing objective advice on your retirement, investment, tax, and family planning needs.
From there, we provide detailed direction, tools, and support to help you implement the recommendations. We meet with you annually to review progress and hold you accountable. We also remain a resource for you when complex financial decisions arise.
As your planning partners, we see ourselves as your advocates for all seasons of life. Each transition brings forward different financial planning opportunities. We are here to help monitor and re-evaluate your financial circumstances as needed to ensure a successful financial journey.
Common Questions
- Can I retire comfortably and securely?
- How do I plan for retirement using investing and various savings tools?
- How do I adjust to major life changes?
- How do I handle funding a college education or buying a new home?
- How do I manage my monthly budget?
- How do I optimize my company benefit plan?
Planning Process
1) Introductory Meeting
Your first consultation is complimentary. During this meeting you will be introduced to your advisor, and we will set expectations for both parties to see if we are the right fit for you.
3) Develop and Implement
A thorough plan is presented that articulates your overall financial picture. Your advisor will address areas of success, potential concern, and steps of implementation to achieve your future financial objective as efficiently and effectively as possible.
2) Discovery
During the planning process, your advisor will analyze the information you compiled from our requested list. They will guide you through a series of questions to take a deeper look at your current financial picture, your values and what you wish to achieve in your financial future.
3) Develop and Implement
A thorough plan is presented that articulates your overall financial picture. Your advisor will address areas of success, potential concern, as well as steps of implementation to achieve your future financial objective as efficiently and effectively as possible.
2) Discovery
During the planning process, your advisor will analyze the information you compiled from our requested list. They will guide you through a series of questions to take a deeper look at your current financial picture, your values, and what you wish to achieve in your financial future.
4) Ongoing Advice
Your current lifestyle, priorities, and goals can shift overtime. We will continually work with you to adjust your plan, keeping you on course no matter what life changes come your way.