Our Financial Planning Process

How it Works
Virtual Consultation
Step 1 Initial Review To begin, we will schedule initial meetings (in-person, virtual, or over the phone) to review your budget, input your current financial data, perform a risk assessment, and link your accounts.  
Step 2 Set Your Personal Plan During this targeted assessment, we will set your goals for retirement plans,  debt management, emergency funds, life insurance, and more.
personalized strategy
Quarterly Check In's
Step 3 Quarterly Check-Ins During our check-ins we will evaluate your priorites, measure the success of your goals and make any adjustments necessary.

Let’s Get Started!  Schedule a Consultation Below…