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Our Planning Process

Establish Relationship & Gather Information

Establish Relationship & Gather Information

We create strategies that are tailored to your needs and goals.  Our first meeting will be all about you, your goals, and what you have done so far to work toward them. We will review our process and the costs associated with our services.

Analyze Data & Create Plan

Analyze Data & Create Plan

Once we gather information about your goals, your current investments, and insurance policies our team gets to work putting together a plan that is custom to you.  A one-size-fits-all strategy does not work so every plan is built from the ground up.

Implement Plan

Implement Plan


Once we have completed your plan, we will meet again to review it, make any final adjustments, and begin to implement the plan.

Monitor and Review Plan

Monitor and Review Plan

Plans only work if they are monitored and adjusted along the way.  During our annual planning meetings, we will review your plan and progress.  We will also discuss any changes or adjustments that may be needed.