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What To Expect
As a Client

Our Process is a systematic 5-step approach for building an all-encompassing financial plan tailored to your unique priorities, goals, and objectives.

This highly personalized plan answers critical questions such as:

Am I on the right track financially?
What risks do I face?
At what age can I afford to retire?
How much money will it take to retire?
Will I be able to maintain my current lifestyle in retirement?
How will inflation and taxes impact my retirement?

How much life insurance do I need?
What type of life insurance do I need?
Do I have sufficient liability insurance?
What do I need to know about Social Security?
How will I pay for my Healthcare?






your Vision



Personal and financial goals
Desired retirement age and lifestyle
Investment risk tolerance and objectives








Conduct periodic review meetings
Monitor performance
Identify areas for improvement and make revisions accordingly
Update strategies to align with evolving goals







Your Current Financial Picture



Complete and discuss personal financial worksheets
Review existing investments and insurance
Establish full financial picture of your investments, insurance, and balance sheet








Review and confirm plan elements and strategies
Determine appropriate timeline for implementation
Execute Plan







Identify and discuss current financial strengths and opportunities
Formulate financial plan which incorporates all elements of your financial picture into one cohesive plan