Our Process
EMPOWERING FINANCIAL WELLNESS
A Personalized Approach to Your Unique Situation.
Step 1: Discovery Meeting
- Discuss current life situation, values, dreams, and goals
- Identify strengths, opportunities, and challenges to pursue these goals
- Clarify WHO we are, WHAT we do, HOW we are paid
- Determine if we are a good fit
Step 2: Strategy Session
- Provide diligent review of current financial resources
- Deliver clear recommendations and thoroughly defined action plan
- Establish value and commitment
Step 3: Implement
- Execute goal-oriented strategy
- Allocate funds to agreed-upon investment strategies
- Identify additional professionals as needed for advanced planning
Step 4: Advanced Planning
- Health Care
- Tax Planning
- Estate Planning
Step 5: Effective Oversight
- Consistent, periodic monitoring of progress and life changes
- Review objectives and modify plan as often as needed to pursue goals
- Provide performance reports, correspondence, and educational opportunities
Click here to learn more about why you should use a Personal Financial Specialist who is a CPA for your financing needs