The Financial Planning Process

Data & Goal Meeting

We focus our time on articulating your financial goals and gain an understanding of your present day finances.

Strategy Meeting

I walk you through your completed financial plan to answer your financial questions. We review your recommended plan of action.

Monitoring Progress

We will have check points throughout the year to monitor your progress. These meetings can also introduce new goals, strategies, or provide additional education.

Year End Review

We detail the progress that you made. This is a great time to reassess your goals and update your present day finances.

Financial planning should be accessible, easy to understand, and impactful in helping people pursue their financial goals. With financial planning software you can track your progress, view your financial plan, sync investment and bank accounts, and receive notifications and tasks to stay on track.