Our Process

Whether it’s just a quick question or a desire to create a long term strategy and financial plan. We can help. 

For instance, you may have a quick question regarding your 401k plan at work. Or perhaps you’re refinancing a mortgage and need to know the advantages or disadvantages of the choices before you; or you have a desire to create a long term vision and financial and estate plan. We're in the business of answering questions and seek to relieve stress about which path to take. We’re here to help you find your way in the complex world of finances.

Our work is client focused. Our first step is to find out about where you are and where you’d like to go. Financial Planning is personalized to fit your needs and goals. Most people come to us knowing they need or want help but don’t always know what kind of help they need. During our interviews, we assess where you are and then together decide priorities and next steps. We pay attention to the details striving not to miss the big picture. Our goal is to help you meet your goals. We help reduce uncertainty and anxiety by creating a plan that works for you.