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Our Financial Planning Process

In order to make plans for tomorrow, you have to know where you stand today. That’s why we Plan First, Then Invest.

Our financial planning provides more than just a road map that tells you how to get from where you are today to where you want to be tomorrow. And developing your individual plan isn’t just a one-time event. It’s an ongoing process where we help you discover, define and refine your goals and dreams.

Our comprehensive planning process organizes your financial life and divides your assets into two categories: short term and long term. By making sure your short-term liquidity and income needs are met, we can then make investment decisions that support your long-term goals.

Life Changes. Your Plan Should, Too.

An important part of putting your plan into action is making sure that it’s always up to date. So we’ll meet with you regularly to review your plan. We want to ensure that it reflects changes in your life and takes advantage of new opportunities, such as changes in tax codes or other laws.

Your life changes. Your plan should keep pace. And keep you moving toward your goals.

Whenever you open a new chapter in your life, your plan needs to be updated. Common reasons for updating plans include:

  • Marriage, divorce or death of a spouse
  • Birth of a child
  • Sending a child to college
  • Buying a house
  • Selling your business
  • Retirement

Whatever your goals may be, you’ll want to know that you’re on the path to achieving them. During our review sessions, we’ll measure your progress toward your goals. If you’re on track, we’ll advise you to keep up the good work. If not, we’ll make recommendations and update your plan accordingly.

What To Expect

At our introductory meeting, we’ll explain what we do, learn about you and how we can help you become financially prepared. 

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Build Wealth

We'll help you become a patient, long-term investor with a portfolio designed for one thing: To support your goals and dreams.

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Personal CFO

You've got financial questions. Our advisors have the answers. And they'll help you make informed decisions.

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