What can I expect?
Each financial planning engagement begins with a complimentary initial meeting during which we will explain the scope of our services. This will give you an opportunity to find out more about us and help us evaluate your needs and expectations. Prior to this meeting, we ask that you complete our preliminary questionnaire. This will give us a big picture view of your financial situation and overall concerns.

Moving forward
If you decide to work with us, we will then ask you to fill out a more comprehensive questionnaire defining your goals and planning objectives. In addition, we will ask you to provide us with current documentation such as: investment and bank statements, pay stubs, Social Security benefit statements, employee benefit and retirement plan descriptions, insurance summaries, recent income tax returns, and copies of your wills and trusts. We review your information and prepare a thorough analysis of your current financial condition, identifying both the strengths and opportunities.

Developing a strategy
After sharing our analysis and recommendations, we work together with you to develop a strategy that best meets your objectives. Then you may choose to implement your plan yourself, or choose to have us assist you with the implementation.

Tracking the plan
After implementing your decisions, we invite you to meet with us on an annual basis to assess the progress towards your goals, and to modify your plan as your circumstances change.
Whether your questions and issues are simple, complex, or somewhere in between, we can provide the guidance you seek.