FINANCIAL PLANNING
A one-time financial plan without investment management or ongoing financial planning.
CLIENT EXPERIENCE
Step One: Discovery
We believe that your financial plan needs to be customized to your unique goals, time horizons, and tolerance for risk. Together, we'll dig into your current financial situation, clarify your goals, and ensure that our team understands all of your unique needs and values.
Step Two: Building Your Plan
We'll fully evaluate your current financial life in order to get a clear picture of where you currently stand. From there, our team will take time to build your custom financial plan based on your goals and values. Your plan will address:
- Retirement planning
- Estate planning
- Education savings
- Portfolio analysis
- Tax analysis
- And more!
Step Three: Implementation
Once your plan is complete, we'll sit down together to discuss our specific recommendations for you, and the best path forward for implementing your plan.