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Dedicated to Helping You
Build a Secure Financial Future

Let’s Eliminate the Guesswork
Involved With Financial Understanding

By working with you to understand your goals, we strive to develop a deeper knowledge of what you’d like to achieve through education and in life. We offer advice on college funding, retirement planning and investment management, encouraging you to come to us in times of need and change.

Our Planning Process

To Enhance Your Well-Being

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Step 1:


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It starts with the discovery phase where we jointly determine if strategic planning can improve your financial fitness. We’ll assess your current financial situation and identify your priorities and concerns before presenting the rest of our process.

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Step 2:


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During the profile phase, we obtain a clear picture of your financial goals and current situation. We’ll gather information, establish your priorities, and analyze the data involved.

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Step 3:


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In the strategy phase, we share an analysis of what is needed to reach each goal. This will assist us in discussing your priorities and next steps.

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Step 4:


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If there are gaps, we review recommendations and a plan that’s suitable for your needs in the action step. At this time we’ll develop an implementation schedule for applicable products and services.

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Step 5:


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The last step is the review — an important step, as factors affecting plans can often change. We will review your implementation schedule, analyze your review checklist, and assess necessary changes or enhancements.

We Strive to Maintain an Ongoing Relationship
To Keep You Focused on the Road Ahead

Schedule Your Discovery Meeting