Financial planning is not “set-it-and-forget-it” for us. We will be here to monitor your progress throughout the year, talk through your financial decisions as they arise—and make adjustments to your plan as your life changes.

If we decide to move forward together, we’ll have our first official meeting where we’ll sit down and talk through your needs and the goals you have for the years ahead. You’ll also provide us with your financial information so we can get a clear picture of where you stand now.

At this point, we’ll develop a full-fledged plan with recommendations to interconnect your objectives with your resources. We’ll talk through the advice we’ve come up with and establish the details of your plan together.

Once we’ve determined your course of action, we will put the plan into action. You’ll be prepared with any steps to take on your end, and we’ll take care of the remainder.

Financial planning is not “set-it-and-forget-it” for us. We will be here to monitor your progress throughout the year, talk through your financial decisions as they arise—and make adjustments to your plan as your life changes.