READY TO REACH YOUR FINANCIAL GOALS?
Get Started
You’re taking the first step – you’re here! Now, let’s get you heading in the right direction.
Where are you in your Financial Journey?
Charting the Course
Identify priorities, set realistic goals, and develop a workable plan with a financial roadmap that will keep you on course.
Preparing for Retirement
Ready for an active retirement? Make sure that you are doing the right things and are positioned to meet your goals.
Making a Life Transition
Feeling uneasy about the future? Navigate life's changes so you can confidently transition to the next phase.
Starting or Growing a Business
Develop a comprehensive strategy to maximize capital and position your business for success.
Ready to gain clarity and take control of your finances? Let's get started!
In the more than 30 years since our founding, we’ve learned that creating and sticking to a comprehensive financial plan—regardless of where you’re at on your financial journey—is the key to reaching your financial goals.
However, a financial plan must be designed only after understanding the many facets of your financial life—your goals and objectives, savings and assets, and unique life circumstances. We uncover these details during the financial planning process.
Take the First Step
Reach out via our Contact Form or a phone call. We ask that you complete a brief questionnaire that helps us understand your needs and goals.
Your questions will be answered in a confidential telephone conference. If you decide to take the next step, we will meet in person or via video conference to discuss a project that will address your key issues in a no commitment environment.
Getting Acquainted
This is a complimentary one-hour consultation to discuss your needs, goals, questions, and concerns. The primary purpose of this meeting is for you to determine whether you can be comfortable with us and with our process. We’ll also provide you with a services quote.
After the appointment and assuming we’re a good fit, you’ll receive a written agreement/contract outlining the project scope and associated fees.
Goal Setting
Now, we dig deep into your financial goals and what you would like to accomplish. Your goals drive our process, and we review them at the beginning and then as we finish the financial plan.
Recommendations
We compile, organize, and analyze a considerable amount of information. We have a rigorous multi-step process that builds our financial plan. We believe in completing the plan in manageable pieces, resulting in a 25-year cash flow projection taking in consideration your sources of income, expenses, inflation, and investment returns in a very conservative environment.
Implementation
Assuming you sign off on our recommendations, we help implement your plan. This step is as important as completing the plan.
Check-Ins
We encourage you to contact us whenever something unexpected happens or you have questions about your plan. Phone calls are always welcome and are responded to, free of charge. At the end of the financial planning process, no one understands more about your finances than we do.
Making Retirement Goals a Reality
for More Than 35 Years.
In your one-hour complimentary conversation, we’ll discuss your current situation and provide advice on moving forward. At the end of our chat, we’ll present you with a no-surprises quote to help you shape your financial future.