Our comprehensive financial plans are specific to each individual client and their unique needs, concerns, and goals. In order to establish a long-term strategy, it is important that we first understand and evaluate all aspects of your individual financial situation. We accomplish this step together during your initial consultation where you will do most of the talking, expressing your personal goals and objectives.
Following our consultation, your financial plan will be developed. The plan will include specific observations, recommendations, and suggested solutions tailored to your needs. If you choose to move forward, we will assist in the implementation of these solutions and will schedule periodic meetings to review your plan. This will ensure that changes in your personal and economic situation are addressed.