Financial Planning Options for Prospective Clients Schedule an Appointment Our Approach We are committed to provide customized investment and financial planning services for individuals, families and business owners. We partner with each client to serve their unique financial situations, requiring individual solutions and well thought out strategies to empower our clients to make their own decisions. Most importantly, we value the relationships and trust we hope to build. Our Process We follow a holistic financial planning process which allows us to understand your full financial picture - Allowing us to confidently provide personalized recommendations and make smart financial decisions with you.In our 3 appointment process, we will connect, understand and support your financial goals. We start out by listening to you, confirming your financials, developing your plan, educating you about your plan, then we implement your plan, and lastly monitor and adjust your plan as necessary. Organize Our goal is to listen to what is important to you, and then see where you are today. Goal Setting We will help identify the purpose of what you have, and understand your goals. Planning We will review your current plans, and determine if changes need to be made. If no plan has been created, we will help you create a plan that is appropriate for you goals. Monitoring Our goal is to not only to work with you on organizing, and setting goals for your customized plan. Our goal is to also help you monitor your plan each step along the way. Our Financial Planning Packages Financial Organization Prepare yourself for Financial Fitness. Get the first, basic steps of Financial Planning as we become your Financial Coach. What do you get?Investment ReviewRetirement PlanningBeneficiary ReviewGoals and Values ReviewBehavioral Finance CoachingGoal MonitoringMonthly Market InsightsWealth Plan (eMoney) Advance Planning Planning designed for growing or established families, those whose lives become busy or those whose income exceeds $75,000.What do you get?Financial Organization Plus:Enhanced Wealth Plan (eMoney)Net Worth StatementDetailed-Cash Flow Planning"What if" scenariosROTH Conversion ReviewBasic Estate Planning Review Complex Planning For families whose net worth begins to exceed $250,000 or combined incomes exceed $150,000, it is important to look at all options for more complex situations. What do you get?Advance Planning Plus:Wealth Transfer ScenariosFamily Financial EducationStock Option AnalysisCharitable GivingBusiness PlanningIncome Tax PlanningAdvanced Estate Planning Take The Next Step by Scheduling An Appointment First Appointment Goals and Information Gathering Learn more Second Appointment Discuss Solutions Learn more Third Appointment Implementation & Monitoring Learn more Schedule Your Appointment Today! Schedule an Appointment Have a Question? Name Email Address Phone Question Thank you! Oops!