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Comprehensive Financial Planning

Comprehensive Financial Planning

Not everybody has the same financial goals, priorities, or values. So we start by gathering a full understanding of your whole financial picture. We then are able to create an initial comprehensive plan that illustrates your current financial position, taking into account your goals and vision for your life. We then work together to implement your action steps while always continuously adjusting your financial plan to the changes in your life. With an ongoing financial planning relationship, you’ll never need to worry about extra fees when new financial questions emerge. 

<strong>Our Financial Planning Process</strong>

Our Financial Planning Process

Step 1 -

Initial Meeting 

Discuss what is important to you. Your personal values, goals, needs, and desires.

Identify your opportunities and weaknesses 

Review options and determine how we will work together


Step 2 -

Get Organized

Collect all relevant financial information.  

Set up your personal financial website and grant you access

Dig deeper into your financial goals

After this, we build the basic structure of the financial plan


Step 3 -

Review the plan and begin implementation

Review the financial plan together and make adjustments

Finalize savings and planning strategies

Discuss begin action plan item implementation


Step 4 -


Step 4 is an ongoing process

Confirm plan action items

Monitor and report on your investments 

Review and track progress on your plan and goals

Adjust plan as your situation changes



What options will we cover in our meeting

  • Budget & Debt Management
  • Cash Flow Management
  • Charitable Planning Strategies
  • College Planning
  • Education and College Savings Strategies
  • Employee Benefits Optimization
  • Establishment of 401(k)'s, IRA's, 403(b)'s, ROTH IRA's& other investment accounts
  • Financial life Stages: Early/mid-career, pre-retirement & retirement
  • Investment management, strategy & Implementation
  • Investment Recommendations for Employer Plans (401k)/403(b)/SEP)
  • Referrals to CPA's, Attorney's and Other Professionals
  • Retirement Income Planning & Income Strategies
  • Retirement Planning
  • Risk Management & Estate Planning
  • Stock Options/Restricted Stock Units or other equity compensation
  • Investment Tax Planning & Recommendations