Planning Process

We Use a 3 Phase Process to Design Your Unique Financial Plan

1. Data Collection & Development of Objectives

We get to know YOU as well as possible, helping to identify, quantify, and prioritize your goals.

2. Analysis & Design

We create a financial model and project out your financial situation into the future; assessing your current financial status taking into consideration: your assets, liabilities, cash flow, taxes, etc. We then utilize this model to examine the impact of changes (“What If” scenarios) and design a comprehensive plan to accomplish your most important goals.

3. Implementation

After we present the plan and it has been accepted by you, we help you implement it and act as your accountability partners to ensure your financial goals are accomplished.