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The Planning with Purpose Method

Your plan will be tailored to your needs and financial situation.

Our Clients….

                  Are motivated to work towards accomplishing meaningful goals

                  They want to work with an advisor who is a professional and holds them accountable

                 They see the value in paying for independent, objective advice that is holistic in nature

 “HIGH Value, Client Centered Advice-Based Comprehensive Financial Planning EXPERIENCE”

Our Process Designed for you!                                                                                                              

Initial Discovery Meeting

- Our first meeting is designed to explore your values and goals, we want to get to know more about you and your financial health.

 Exploration Meeting

- During this meeting we will complete an in-depth look at all aspects of your financial health including monthly cash flows, risk tolerance, estate planning needs, investment needs, and insurance needs. This meeting represents the preliminary draft of your financial plan.

 Recommendations Meeting

- Our main objective of this meeting is to review everything we have gathered from you and provide you with your comprehensive financial plan along with our recommendations.

 Implementation Meeting

- During this meeting we will begin taking the steps necessary to implement the recommendations we agreed to in our third meeting.

 Review Meeting

- In this meeting we will review what we have accomplished thus far, and what are the next steps in your journey, so that you can live the life you desire.

 Annual Meetings                                                                                                                                       

Investment Alignment Meeting

- During this meeting we will review of your risk tolerance, review investment performance and re-balance portfolio as necessary. We will also review tax benefiting investment strategies and how they impact your investments.

 Planning Meeting

- During this meeting we will update and review your financial plan. We will also discuss such things as retirement planning, business planning, long term care planning, risk management and estate planning.