Our Process

HomeOur Process

Our fee-based planning is a three meeting process:

1. Discovery meeting to complete a data sheet fact finder
2. The implementation meeting to take action on your plan and set up the account forms
3. Initial progress update

We will follow up with three meetings in order to:
4. Complete insurance review
5. Review the progress of your plan
6. Update goals and complete progress report

We will offer you a simple one page report on each of the following areas:
1. Assets shown in a circle chart
2. Implementation plan including action items based on client goals
3. The insurance grid showing all policies and coverage summaries
4. Legacy flow showing the entire estate plan summarized in one sheet
5. Annual tax projection reviews in the fall

We work with a team of subject matter experts in five areas:
1. Financial planning
2. Tax Planning
3. Money Management
4. Estate Planning
5. Insurance expert