Sometimes life gets in the way, but you can rely on us to provide you with objective advice. Whether it’s answering questions on refinancing your home, buying a new vehicle, or helping your grandchild with college expenses.
Our process is as follows:
Discovering your goals and dreams – We believe that in order to create a long-term financial planning strategy, we need a clear understanding of what matters most to you. Our initial consultation will primarily focus on your goals, successes and challenges.
Collecting Data – We are able to provide you with the best financial plan when there is documentation to support the facts.
Analyzing the Data – We will look at a variety of information: Pay stubs, investment account, insurance information, mortgages and bank accounts, to name a few. We will then be able to provide you with an overview of where you stand, identifying your strengths and potential points of vulnerability.
Deliver Recommendations (in writing) – We rely on our experience to provide specific recommendations that offer a perspective on a wide variety of issues that encompass your financial life.
Reviewing It All – We believe that financial planning is an activity that requires ongoing monitoring with the ability to make changes as needed. Our dedication to financial planning insures that our clients’ needs remain in the forefront, whether it is our first meeting or our sixtieth.