Financial Planning

Financial Planning is integral in our process of working with you.  Our process involves three steps:

An initial consultation to gather your financial information and to see if we are a good fit. We need to review your Investment Statements, Wills, Tax Returns, and Trust documents.  We will talk about your goals and aspirations. We will also discuss your budget, Social Security, Medicare, Debts, and special earmarked expenses.

Over the next few days, we will prepare a financial analysis and Financial plan.

Second we will meet to provide a brief educational session about how the process works. we will review the financial plan and verify what we understand about your circumstances. Upon agreement we move to the final Step.

Third we will sign all paperwork and answer any questions you may have.