
Data
In our experience, you must know exactly where you are and where you want to go to be able to map the route between the two.
We call this THE FINANCIAL FRAMEWORK™

Structure
You need a plan for all of life’s moments. You need a timeline, a road map that will help you get to where you want to be and stay there.
We use a CUSTOM FINANCIAL BLUEPRINT™

Review
Life changes and your plan must change with it. We all know that reality doesn’t always go according to plan.
We perform PERIODIC WEALTH CHECK-UPS™
What's Included in Financial Planning?
In our experience, you need confidence, the wealth to support your lifestyle, and freedom from stress. The way we start you on the path to achieving these things is through a Custom Financial Blueprint®. Our Blueprint is a plan that can help you find confidence and move you from confusion to clarity.

Discovery
- • Explore your money "whys"
- • Voice your concerns
- • Talk about your values
- • Discover your goals
- • Determine your priorities

Design
- • A deep dive into your finances
- • Look at the numbers, facts & options
- • Entertain “what-if’s”
- • Plan for your dreams
- • Connect your values, goals, and priorities with your numbers

Implementation
- • Understand your Blueprint
- • See how it works
- • Explore alternative outcomes
- • Commit to a path/strategy
- • Take action!

Tailoring
- • Align investments with goals
- • Learn about investing
- • Optimize for growth
- • Fund your goals

Follow-Through & Support
- • Get help where need it
- • Consult us as questions arise
- • Ongoing support
What Can You Expect?
Our five-meeting structure is designed to walk you through a custom financial plan with minimal stress and maximum results. Each meeting lasts between 60 and 90 minutes and covers one phase of the planning journey.
Discovery Meeting
The Discovery Meeting will bring great clarity to your money "whys." This guided exercise is designed to bring a level of clarity to your individual goals, priorities, and values.
Design Meeting
The Design Meeting is a guided deep dive into your finances. You will explore your finances in detail, looking at the numbers and your options. This meetings is where you plan for what is to come and prepare for life's "what-ifs."
Implementation Meeting
The Implementation Meeting is the culmination of your hard work. During this meeting you will be presented with your Custom Financial Blueprint®. You will see how your Blueprint works, commit to a path, and see how to take action.
Tailoring Meeting
The Tailoring Meeting focuses on matching your investments with your goals. You will learn about investing and how to align your money with your goals.
Follow-Through & Support
After you receive your Blueprint, you may have questions. As you examine and put your plan in place, we invite you to call any time with questions, or schedule a follow-up appointment. We believe the best way to act on your Blueprint is with clear understanding.