How to Get Started

Our Simple 3-Step Financial Planning Process

Step 1: Initial Consultation

Start with a friendly, no-obligation meeting to get a complete picture of your finances and goals. We’ll talk about where you are today—income, expenses, savings, and any concerns—and where you’d like to be, such as buying a home, funding college, retiring comfortably, or efficiently passing on assets to heirs. You’ll learn how we work, what to expect, and what information (like tax returns or account statements) will help us create the best plan for you.

Step 2: Setup & Personalized Plan

We will gather detailed information and design a tailored financial strategy, setting up the accounts, tools, and action steps you need.

Step 3: Ongoing Management

Financial planning is a long-term partnership. We track your progress, review your investments, and adjust your plan as life changes or markets shift. Expect regular check-ins—quarterly, semi-annual, or annual—to keep everything on track. From rebalancing your portfolio to updating retirement contributions and tax strategies, we’re here to help you stay confident about your financial future.