Fee Based Financial Planning

Complimentary Consultation

Get to know each other and learn what matters most to you.

Our Relationship

Review our responsibilities and commitments to you, including services and compensation.

Gather Information

Collect financial data and identify your current financial condition. Identify your goals and any challenges.

Analysis

Consider different strategies and options that will enable you to meet your identified goals.

Plan Design

Create and implement a written Financial Plan tailored to your needs. Communication with your Tax & Legal Advisors as necessary.

Monitor Progress

Periodic review of your Financial Plan to make sure your situation or needs have not significantly changed.