Your Money. Your Goals.
Smart Financial Planning for Your Future
We work with you in reviewing your financial situation – looking at your goals, resources, and choices. We detail our recommendations and create an action plan. We then assist you in implementation.
We typically review the following:
- Life, long-term disability and long-term care insurance
- Home, auto and umbrella liability insurance
- Investment management
- Retirement planning
- Cash flow and family budget
- Education Planning
- Estate Planning
There are three (3) stages in our financial planning process:
- Stage One: We discuss what you want to accomplish and how we can help. If we both agree, we sign a contract.
- Stage Two: We request a bunch of documents and ask a lot of questions.
- Stage Three: We prepare the final plan containing our recommendations, including an action plan with prioritized steps to implement any changes we recommend.