Our Process

A comprehensive financial plan is the best way to create a more secure future.

It is crucial to create a financial plan that addresses your needs now while planning for the future, all in a tax efficient manner.  Two key aspects of financial security that we consider: asset protection and wealth creation. A plan must help ensure financial security throughout your life - for you and for your loved ones.  Most importantly, it must provide direction and clarity in your lives.

With this purpose in mind, we will work together to assess your total financial planning needs.  We will incorporate important factors such as retirement, tax planning, estate planning, risk management, investment planning, and goal funding (major purchases, college savings, etc.).  In short, we aim to help improve every aspect of your financial lives.

Goal-based financial planning is designed to help you:

  • Define customized short and long-term goals
  • Create a path to help you reach your goals once established
  • Identify risks or roadblocks that might impact your success
  • Create flexibility within your plan to ensure it meets your changing needs

How we get paid:

Our compensation may come in a number of ways.  For our financial planning services, we generally work on a flat or hourly fee, depending on your preference.  Additionally, some of our clients wish to pay an annual retainer for ongoing support and updates.

The fee for our advisory services and asset management is determined by an annual percentage assessed on the value of your account, typically paid monthly.  This type of compensation, referred to as an "assets under management fee," aligns our interests with yours, because we only make more money when you do too. 

Lastly, if you choose to purchase an insurance product through us, as your agent, we would likely be paid a commission by the insurance carrier.

Whatever your preference, we have a fee structure that will work for you, is completely transparent, and fair to both parties.

Contact us today to schedule your free conslutation and find out more about the financial planning process.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

Information provided on this website is general in nature and does not constitute financial advice.

CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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