How It Works

The Planning Process

There are six steps to the Financial Planning process. While we always begin with the Meet and Greet, these six steps are fluid, and we will move between these steps as need be.

Meet and Greet

The meet and greet is just an introductory meeting. It is your opportunity to talk with us and see if we are a good fit for one another.

Information Gathering

Once the decision has been made to work together, we provide you with a list of documents needed to prepare your customized financial plan. The information you provide us with will prepare an action plan that outlines the steps you can take to achieve your goals.

Analyze and Strategize

We will analyze the information you provided us and will look for any potential "missing pieces" in the road map to achieve your goals. We will either email or call you with any questions/queries etc.

Developing and Presenting Financial Plan

We will schedule a meeting with you to go over your financial plan and discuss what it means, how to address the information in the plan, and come out with an "Action Plan."

Plan Implementation

We will reach out to set up a meeting to ensure that we implement the strategy that we agreed upon and answer any questions that you may have.

Monitoring and Reviewing Financial Plan

We will set up review meetings 1-2 times per year. Financial planning is a dynamic process and we want to ensure that any life/goal changes are adjusted in the financial plan.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.