Financial Planning Process

Complimentary Initial Consultation

Our initial meeting is used to answer any questions you have and see if we are a good fit.

Written Action Plan

If we decide to move forward, we’ll create a written plan for you. The scope of the plan depends on what you’d like our help with. At this point we may need to gather more information.

Present Plan

We’ll meet again to review the plan and verify we are all on the same page. We’ll fine tune your plan throughout our discussion and create a final plan. This plan will act as a blueprint that clearly defines steps you can take to accomplish your goals. At this point you can choose to implement the plan yourself, or hire us to implement the plan for you.

Implement Personally

If you like the idea of following the blueprint yourself, our work here is done.  We wish you complete success on your financial journey. Of course, we’ll be here in case you have questions or if you decide you’d like help.


Have Us Help

If you’d like help with the next steps we’re more than happy to come alongside. We’ll travel beside you on your financial journey and guide you along as you achieve your goals.

No matter what your financial needs, our tailored recommendations will assist you in reaching your goals and building your future.


OR GIVE US A CALL AT 970-241-5143