Financial Planning
The objective of financial planning is to create a strategy to help you meet your goals through proper management of financial resources. Financial planning is fluid. It is a process, not a destination. Our financial plans are, first and foremost, custom-tailored to your goals and your situation. The plan is given to you in written format. There is sufficient brevity in the plan to make it actionable and easy to understand. We try to avoid jargon.
We help our clients achieve their desired goals and objectives by constructing a complete, comprehensive plan that addresses important client concerns, such as:
- Cash flow management
- Insurance review
- Investment planning
- Educational planning
- Retirement planning
- Income tax planning
- Estate planning
- Planning for other major life goals
The financial planning process
We follow the six-step financial planning approach outlined by the Certified Financial Planner Board of Standards:
- Establish and define our relationship with you
- Gather data, including your goals and expectations
- Analyze and evaluate your current financial status
- Develop and present your financial plan
- Implement your financial plan
- Monitor and review your financial plan
Our form ADV (PDF) and our Client Relationship Summary form CRS (PDF) are regulatory disclosures that are great resources to further research our firm. For more information or for an initial consultation, please contact us.
Additional Resources:
- Why Use a Financial Adviser (PDF - 243 KB)
- Consumer Guide to Financial Planning (PDF - 2.3 MB)
- How to Start Planning With a CFP Professional _ Let's Make a Plan (PDF - 62 KB)
- Ten Questions to Ask Your Financial Advisor (PDF - 85 KB)
- What you should know about financial planning (PDF - 4.4 MB)
- Your rights as a financial planning client (PDF - 320 KB)
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