Our Process

The FINancial Plan is not an event, it’s an ongoing process. Our mission is to help you in consolidating your scattered thoughts and determining the priorities for your financial future.

1. We have a conversation (phone, office or virtual) to find out what’s important to you.

2. Gather information and set goals.

3. Set your FIN and prioritize your goals.

4. Implement the strategies.

5. Continue our ongoing guidance and reviews to ensure we are making good decisions toward your goals and not drifting away from them.