A Financial Plan as Unique as you are.
Introduction- We'll have a meeting (virtual or in person) to get to know you, personally as well as financially. Financial planning is more than just the numbers.
After we figure out where you are financially and personally, we'll put together a plan to get you where you want to be. Whether it's retirement, kid's or grandkid's college fund, new house, etc. any and or all of these.
Execution- the most important part of a plan. Great plans are pointless and will fail without the execution. We'll be with you every step of the way. We'll have meetings and check ins every year along with adjustments and ongoing advice. Life never goes according to plan so your financial plan will need to be updated along the way as well.