Our Planning Process

Step 1 » Discovery
The first visit is a mutual discovery so that we can get to know each other better. We learn about your concerns and where you stand financially. You learn about our philosophy, process, and how we function.
Step 2 » Analysis
We analyze the information gathered during our Discovery meeting and prepare an analysis of Retirement Income, Investment Performance, Fees, Social Security Maximization, and Long Term Care Preparedness. We prepare a written planning proposal and suggested actions.
Step 3 » Action Plan
We work together to fine-tune a plan that meets your needs. We educate you on why we are making specific suggestions. This step allows you to make the best decisions regarding your financial wellness.
Step 4 » Implementation
We implement a plan that meets your goals and needs. This plan is not set in stone. It will be flexible and can adapt to your changing needs over time. We are with you every step of the way in your financial future.
Step 5 » Review
During regular reviews, we evaluate your progress and make necessary adjustments as your needs evolve. This keeps you on track for a healthy, successful financial future.