We help you clarify your goals, focus on the big picture, and build a plan to align your money with your vision for the future. You plan might include recommendations for budgeting and savings, retirement planning, insurance review, investment recommendations, tax planning ,college saving, and estate planning.
2. Fill out our questionnaire and meet to discuss your goals, interview us, obtain a fee estimate, decide to move forward.
3. Goal setting meeting - we review your spending and cashflow and set financial goals.
4. Interactive meeting - review work in progress via phone or online desktop sharing.