Discover

We are a financial practice with a process focused on your individual success. The first step: Discover your financial possibilities

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We collaborate with our clients to define personal and financial goals in keeping with your values and financial objectives. We analyze and evaluate your financial information – including liabilities, assets, cash flow, investments, insurance, estate planning and tax strategies – to assess your current situation.

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Step 1a:
Our First Meeting
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Step 1a:
Our First Meeting
  • Together, we uncover your money story and financial questions
  • You learn about us and how we can help
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Step 1b:
Deciding to Work Together
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Step 1b:
Deciding to Work Together
  • We capture and refine your goals and needs
  • You decide if we are a good partner to craft your financial plan
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Plan

Plan the best route to your goals

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With a studied knowledge of your current financial situation as well as your financial goals, we create customized financial planning recommendations for you. As we present the plan, we’ll make sure you understand so you can make informed decisions. After you approve the plan, we’ll implement it, coordinating the process with you and with other professional advisors such as your accountant or attorney.

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Step 2a:
Create Your Plan
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Step 2a:
Create Your Plan
  • We analyze all aspects of your finances and assess risks
  • We test future financial outcomes in multiple planning scenarios
  • We assess the pros and cons of different paths
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Step 2b:
Present Your Financial Plan
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Step 2b:
Present Your Financial Plan
  • We present your plan through a wide ranging conversation
  • You examine the projections for retirement and suggest alternatives
  • We give our recommendations on investments, estate planning, income tax, and insurance
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Step 2c:
Take Action
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Step 2c:
Take Action
  • Action steps in the plan are assigned to you or us for implementation
  • With your input, we agree on a detailed investment plan
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Live

Live knowing your resources are working to keep you financially independent

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We closely monitor your plan and its progress towards your goals. Knowing that life changes, we also provide a regular review so we can adjust the plan as needed.

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Step 3:
Monitor and Update Your Plan
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Step 3:
Monitor and Update Your Plan
  • We check in on all action steps in the plan
  • You return for annual or semi-annual financial checkups
  • You contact us throughout the year for guidance, questions, etc.
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