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What To Expect


In our first year of working together we will help you get financially organized and clearly articulate your goals and objectives.  Next we will work with you to collect the data and financial statements necessary to create a snapshot of your current financial situation. 

We will create a financial plan that shows a clear path to the achievement of your goals and uncovers any risks you face along the way.  This plan is designed to be fluid in nature and will be changed many times over your lifetime.  We then help you implement this plan and provide clear actions necessary to put you on the right track, improve efficiency and address the risks we have identified.

Areas of implementation include but are not limited to:

  • Cash Flow and Financial Position
  • Protection Planning and Insurance
  • Investments
  • Tax Planning
  • Retirement distributions
  • Estate Planning
  • Business Succession and Employee Benefits


Annual Review- at least once a year we will conduct a complete review of the previous year and address any changes that have occurred.  We will update your financial plan and recommend any additional actions that are necessary to keep you on track to achieving your goals.

Investment Review-We will analyze your investments and make sure they are still suitable for you and that they are still aligned with your goals and time frame.

Insurance Review-We will analyze your insurance portfolio and determine if it is still adequate for your needs and the protection of your loved ones.

**Periodic reviews of your financial plan may require a new planning agreement and could result in additional fees**