Financial Planning Process

Building a financial plan is crucial to knowing how you can aim to achieve your short- and long-term goals. These plans require no upfront fees to determine where you are and where you want to be. Below are the stages of the financial planning process and what you can expect.

Understanding Your Personal and Financial Circumstances

In this step we will ask questions to get a better understanding of who you are and what you want to accomplish. We will gather information about your risk tolerance, goals, needs, priorities and your current financial situation. This step we will review your income, savings, assets, liabilities, taxes, government benefits, insurance coverage and estate plans.

Identifying and Selecting Your Goals

This stage of the process involves determining the time horizon for each goal that you have and work to prioritize which goals are most important to you. Determining the level of risk you are willing to accept for each individual goal will be a part of how we select your investment objective.

Analyzing Your Current Course of Action

At this point we will review your current course of action to see if it is moving towards your financial goals. If it is not, we will identify alternative courses of action and let you know the advantages and disadvantages of each option.

Presentation of Your Financial Plan

In this step we make the recommendations to you and our thought process behind the recommendations. This will help you make the most informed decision whether these recommendations are a good fit.


Because your financial situation is bound to change and life brings unexpected events, we are always available to revisit your plan. Throughout the course of our relationship we conduct reviews to evaluate the efficacy of the strategies in place for reaching your financial goals and determine if any changes are needed. In our view, financial plannin is an ongoing process, not a onetime event.
Our Mission
“Go educate and serve others about how they can best position themselves to help others with not only their finances but their time.”

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