Our Process

<span>Initial Meeting</span>

Initial Meeting

During our initial meeting, we must gather all relevant information regarding your complete financial profile, which includes:

  • Assets
  • Liabilities
  • Current Income
  • Current Expenses
  • Insurance Coverage
  • Pension and Social Security Estimates
  • Risk Tolerance
  • Goals, Objectives, and Concerns
<span>Follow Up Meeting</span>

Follow Up Meeting

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

  • Personal Balance Sheet
  • Retirement Analysis
  • Cash Flow Analysis
  • Insurance Analysis
  • Investment Recommendations
  • Estate Planning
<span>Implementation and Ongoing Service</span>

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 9 am to 5 pm
  • Investment monitoring, rebalancing, and tax harvesting
  • Behavioral coaching
  • Online client portal with external account aggregation
  • Encrypted digital document storage

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