We work with you to identify your goals, dreams and concerns. We help you figure out how to best use your resources to reach those goals. Finally, we check to see that your finances match your values. The topics we address include income, expenses, debts, investments, risk exposure, insurance, taxes, and estate planning. .
A brief (10-minute) phone call to see if we might be a fit for your needs. If so, then we can schedule a complimentary Get Acquainted Meeting. If not, we will try to refer you to someone who might be better suited to serve you.
During this is complimentary, 50-minute session, we will discuss your goals, your dreams, your concerns and review your present financial picture. This meeting is your opportunity to see if we are the right firm to deliver what you are seeking. If so, we outline the scope of the work to be produced and then quote you a fee for the job.
We review your budget, spending, cash flow, emergency savings, clarify the information you have provided, refine your financial goals and objectives. We may also present our prelimnary work in progress and give you access to the planning software so you can collaborate in writing your plan.
We deliver your plan, review the executive summary, discuss our recommendations and implementation advice, and schedule any needed follow-up meetings.