Financial Planning

We take a straightforward approach to how we handle the financial planning process.

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This is Just the Start

World-famous economist, John Maynard Keynes, once stated “I’d rather be vaguely right than precisely wrong”. We share his sentiment when it comes to financial planning: a plan is a guide to help us along the path, but not the end-all, be-all.

We’ll help you every step of the way, even if your plans change.

A Systematic Approach to Planning

We take a straightforward approach to how we handle the financial planning process. It starts by simply getting to know each other and seeing if we’re a good fit. If we are, we’ll take the necessary steps to move forward.


Our initial meeting is an opportunity to get to know each other.

To serve as your advisor, it’s important that we have a good working relationship. We will explore your goals and financial objectives and identify any matters that require attention. Additionally, we’ll clearly state all fees associated with our services and encourage you to ask any questions that might arise. Provided all parties feel comfortable moving to the next step, we’ll then schedule a follow up appointment to gather additional data.


After we have got to know each other, we’ll sift through all of your financial records and put together an online financial organizer. We’ll then gather information from Our Discovery Questionaire. Once completed, we’ll be able to show you a snapshot of your current, complete financial picture.

Need to keep your financial world under lock and key? We have an online vault where you can store copies of your passports, marriage license, will, trust, and any other documents you would like to have backed up and accessible from anywhere.

Analyze & Strategize

Once we’ve put together the pieces of your financial puzzle, we’ll go over your personal plan and present our findings and recommendations. This personalized plan is always available for updates and modifications, and we aim for all parties involved to be comfortable before moving forward.


Once we’ve established a solid plan, we can then start helping you implement it. To do this, we’ll prepare all the paperwork needed and make the process as easy for you as possible.

Each situation is different, but transparency is very important to us so our fees and responsibilities will be outlined very clearly. You’ll also have access to a secure online portal which will allow you to see all of your accounts, updated on a daily basis. Finally, you’ll receive statements from the custodians/companies that will be holding your accounts. We typically use TD Ameritrade, Pershing or Fidelity Clearing and Custody Solutions for this.

Keeping Specific Goals in Mind

Because economic changes can affect you without your knowledge, we take a holistic view of all of your finances and go over your individual goals. In addition to personal care, we use complex and time-tested tools to better understand your finances and options.


Transparency is important to us when it comes to how we get paid and which options are the best for clients.
As fee-based financial advisors, we always act in the best interest of the client, period.