The Financial Planning Process

To help chart a course for your financial future, we’ll follow a time-tested process that is realistic in its approach and squarely focused on helping you pursue your goals.

Determining Your Goals

First, we will discuss your financial objectives to determine what you want to accomplish. Knowing where you want to go is the most important decision to make before taking any steps to get there.


Your current financial situation is the starting point for your plan. Determining your assets and reviewing your financial statements will help assess your net worth, discretionary cash flow, expenses, current asset allocation, risk exposure, tax situation, and more.

Information Analysis

Evaluating the big picture of your finances allows for a better understanding of how the different elements relate to one another. Deeper analysis will help you visualize how different investment decisions may shape your future.

Formulation and Implementation

Drawn from our discussions, your personalized financial plan will be designed to help you pursue your stated goals, and will outline any immediate steps that need to be taken in an effort to start executing on the action items in place.