Our Process Tab

Our Financial Planning Process

stepONE

DISCOVERY
In this foundational step, we want to learn about you, your goals and your dreams. We will take an in-depth look at your complete financial picture and determine if and how, together, a professional relationship can be beneficial.

stepTWO

STRATEGY
Throughout this stage, we will analyze and develop a customized, long-term strategy designed to address your specific needs and help guide you towards acheiving your future goals.

stepTHREE

IMPLEMENTATION
After going through recommended options and possible alternatives, you will get to select the choice and options that makes sense to you. We will then follow through and help get everything set up the way that you want it.

stepFOUR

MONITORING and ADJUSTING
Going forward, we will monitor your accounts on a regular basis to ensure they are still performing in a way that strives towards your goals and intentions, and if needed, recommend adjustments during our regular client review meetings.

Financial planning offered through LPL Financial, a registered investment advisor

G.R.I.D. Strategy

The primary goal of our customized Guide for Retirement Income Distributions (G.R.I.D.) Strategy is to help reduce the fear of seeing account balances drop when the market goes down. We would love the opportunity to show you exactly how implementing this strategy, whether you are nearing retirement or currently in retirement, can help you avoid common mistakes that can potentially derail your goals that you worked so hard to build towards.

Why the Need For a Financial Advisor?

Year after year, one of the leading causes of stress in America is money. Questions that arise from our finances can consume our minds and cause unhealthy levels of stress:

How do I manage/get control of my debt?
How do I budget and plan for the future?
How do I keep track of all the accounts I have?
How much money do I need for retirement?
How do I prevent running out of money in retirement?
Am I invested in the right investments?
Am I taking on too much financial risk?
How will economic/tax changes affect me?
What would happen to my family if I pass away?

We believe strongly that having a trusted financial advisor, guiding you through each stage of life and acting solely in your best interest, can help make drastic improvements not only to your financial future, but also your overall health and well-being

Contact us to schedule your FREE appointment