Initial Meeting

During our initial meeting it is imperative that we gather all relevant information regarding your complete financial profile:

  • Assets
  • Liabilities
  • Current income
  • Current expenses
  • Insurance coverage
  • Pension and social security estimates
  • Tolerance for risk
  • Goals, objectives and concerns

We will ask that you complete our Fact Finder prior to the meeting.  

Follow Up Meeting

During our second meeting we will present a comprehensive financial plan that encompasses the following items:

  • Personal balance sheet
  • Retirement analysis
  • Education analysis if applicable
  • Insurance analysis
  • Investment recommendations
  • Estate planning

We will also discuss compensation structure, plan monitoring, roles and responsibilities.

Implementation and Ongoing Service

We pride ourselves on concierge level service.  Once the plan has been implemented, services include but are not limited to:

  • Annual meetings to review plan progress (additional meetings available by request)
  • Phone and email support available Mon-Friday 9am to 5pm
  • Investment monitoring, rebalancing and tax harvesting
  • Behavioral coaching
  • Online client portal with external account aggregation
  • Encrypted digital document storage 

Please watch this short video to learn more about our process:

Financial Planning