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Together We Will Build Your Financial Plan

Together we’ll work to design your ideal retirement with a focus on creating stability and confidence as you transition toward financial independence. Throughout the process we’ll continually monitor the plan to ensure it meets changing needs and circumstances.

Step One – Gather Information

Are you nearing retirement and looking for income stability? Or could you use a sounding board to bounce around a few ideas with? Tell us a bit about yourself and your reason for seeking our financial planning guidance. Whatever it is you need in 1, 5, 10+ years, we can guide the rest of our process to best accommodate you and your goals.

Step Two- Develop Goals

You have short and long-term goals, even if you haven’t yet identified them. We’ll take the time to talk through your current needs and future wants as we develop goals to guide the financial planning process.

Step Three – Plan Design

A transparent, effective planning process is based on two key aspects of financial planning: preservation and access to funds when needed. A plan must ensure liquidity, to allow its owner to access funds when needed. It must also take into account key stages of life. This can include preparing for events such as retirement, death, and in the event of disability and/or critical illness.

Step Four- Implementation

Step Four- Implementation

We’ll present to you a financial plan built using comprehensive strategies and approaches. We’ll work with you to answer any questions you may have, adjust strategies as needed and move forward with the next actionable steps.

Step Five- Monitor

Step Five- Monitor

Once your plan is in place, we won’t abandon you. We will continue to ensure you and your finances are well-tracked against the elements now and through retirement.

Step Six- Adjust

Step Six- Adjust

We’ll meet annually to review and adjust your plan as needed. As you change careers, grow your family or shift priorities, your financial plan should follow suit. Regularly evaluating and adjusting your plan helps us ensure you and your finances are still on track to meet your short and long-term goals.


Step Seven- Ongoing Maintenance * Review

Finding financial freedom is an ongoing process, not a set of products or services. To best meet your needs now and through retirement, we’ll continuously review, monitor and adjust your portfolio as needed.

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