Our Financial Planning Process
Your unique vision with our systematic approach
Preparing for that next step in life isn't always easy. Our combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
Our Financial Planning Process
Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, we promise you a new level of attention, insight and capability.
*Please note that you can implement your financial plan at the financial institution of your choice. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.
Day 1
Day 14-21
Day 35-42
Day 49-56
Day 74+
Ongoing Planning Relationship
Engagement Meeting
Get Organized Meeting
Strategy Check-In
Education Meeting
Implementation Meeting*
Ongoing Advice Model - Personalized and Timely
Financial Planning Topics
Cash & Liability Management
We can help you balance short, mid and long-term liquidity needs with overall goals.
Investment Strategies
We can help define the timeframe for your goals, along with your tolerance for investment risk which play a critical role in the strategies we recommend for you.
Protection Planning
We can help you identify insurance gaps and design strategies to help protect the ones you love.
Tax Strategies
We can help identify strategies, conduct analysis and make recommendations to help reduce future tax liabilities.