Our Financial Planning Process
How it Works
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.
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.