Our personal financial planning methodology is designed for clients who want ongoing help with their finances. The process includes ongoing financial planning advice as well as 24/7 access to our online financial planning applications. We will work together to establish your goals and objectives. We will then create a personalized financial plan, your customized roadmap intended to help you achieve your dreams, one step at a time.
Given the comprehensive nature of our services, new clients meet with us over a series of meetings. Each of these meetings will focus on different planning areas and are designed to identify gaps in your personal finances. If you have specific concerns, we will address those with you first. Priorities change with stages in life. Our annual progress meetings give us the opportunity to adjust your plan accordingly.
We provide comprehensive financial planning services to individuals, families and small business owners on a fee-only basis. We do not earn fees or commissions based on the performance of your assets. Our only form of compensation is the fee paid directly by our clients. This allows us always to put the client's best interest first and provide unbiased advice.
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