How we work
A partner in your financial well-being.
We aim to be more than a service provider. As CERTIFIED FINANCIAL PLANNER™ professionals, we follow the seven-step financial planning process set out in CFP Board’s Standards of Professional Conduct. Here’s what that looks like when you work with us.
Understanding your circumstances
Let’s get acquaintedIt starts with a free, no-obligation conversation. If we’re a fit, you bring your financial documents and we help you organize them, so we both understand your values, priorities, family, income, assets, debts and benefits.
Identifying and selecting goals
Defining what matters mostTogether we turn what you’ve told us into specific goals, talk through how realistic each one is and decide which should come first.
Analyzing your current course of action
Seeing where you’re headedWe look at what happens if nothing changes, then weigh alternative approaches against the economic picture, including their advantages, disadvantages and trade-offs.
Developing recommendations
Crafting your path forwardWe build a plan that maps the route from where you are to where you want to be, selecting the recommendations most likely to get you there and considering how they work together.
Presenting recommendations
Walking you through itWe explain each recommendation, why we chose it and how it supports your goals, so you can decide with confidence.
Implementing recommendations
Turning plans into realityWe agree on who is responsible for each action and give you the strategies and tools to carry it out, coordinating with your CPA, attorney and other professionals as needed.
Monitoring progress and updating
Adapting as life changesLife changes, and so do markets and tax laws. We track your progress and adjust your strategy as circumstances shift so it stays aligned with what you want.
