What are your financial goals?

Are you ready for retirement?

Have you maximized your Social Security Benefits?

Are you leaving an inheritance?

What is your retirement number?


Financial Planning Process

Step One

Discovery Meeting


Step Two

(2-3 Weeks)

Foundation & Investment Meeting

    • Review financial position and basic projections             
    • Review investment proposal
    • Set initial goals & risk tolerance
    • Review client profile
    • Organize paperwork
    • Introduce eMoney/make connections


Step Three

(2-3 Weeks)

Planning Meeting

    • Review eMoney connections
    • Review updated eMoney projections
    • Present Final Investment Plan (if necessary)         
    • Finalize paperwork
    • Address any remaining questions


Step Four

(2 Months)

Initial Review Meeting

    • Regular Review Meetings:
    • Every 4 months
    • In person, if possible
    • Address any current issues or questions       




Portfolio Review Meeting   

    • Three times per year (or as needed)
    • Review and discuss market outlook and events     
    • Review and discuss portfolio performance & suitability
    • Any additional needed discussion


Retirement Review Meeting   

    • Once per year (or as needed)
    • Update changes to salary, assets, expenses, etc.
    • Review accumulation or retirement goals
    • Comprehensive summary letter delivered within 2 weeks
    • Update eMoney connections


We start the financial planning process by diligently seeking to understand and outline your current financial position to discover where we are currently located on the road map to accomplishing your lifestyle goals and objectives. We then work with you to lay out alternative plans and conduct scenario analysis to determine the probability of success and adjust accordingly. This empowers you to make informed decisions and provide comfort knowing that you are equipped with a team of professionals to help navigate through retirement.

The following are examples of some of the services and issues we may address in developing your financial plan:

  • Wealth Accumulation
  • Retirement Analysis
  • Estate Planning and Asset Protection
  • Education Planning
  • Tax Planning
  • Risk Management
  • Stock option analysis and consulting
  • Charitable Planning
  • Business Succession Planning