You and your family have unique goals and dreams. You also have a unique financial situation. 

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In order to get started we need to find out a lot more about you and your finances. The more information you are able to provide to us, the more valuable your financial plan will be. 

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When we work with you to develop your financial plan, we will typically have two to three meetings.

 

1. Initial Meeting - In our first meeting we will spend most of our time getting to know each other and learning about your goals. We want to make sure we know what you want to achieve by creating a financial plan. At this meeting, we'll also verify that we have all of the financial data we need from you to get started. 

 

2. Plan Review Meeting - 7-14 days later, we'll meet again to go over your plan together. We'll identify what you're already doing well and where there are opportunities for improvement. We'll also start implementing some of the plan's recommendations. 

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3. Second Follow Up Meeting - Depending on the number of planning recommendations, a third meeting will be likely, but is not always necessary. In this meeting we will review your progress from the Plan Review Meeting and put in place the final pieces of your financial plan.