If we decide to move forward, the next step will involve collecting data, both financial and personal. 

I will request a list of documents that provide a detailed picture of your finances.

We will meet to dive deeper into your values, goals, worries, and any other non-financial information that will help guide the planning process.

This planning process is meant to be collaborative. Utilizing retirement and tax planning software, we will craft a plan to align your financial circumstances with your preferences. The result will be a unique, deliverable plan based on reasonable assumptions, and a framework for future decision-making.

Depending upon your service plan, this deliverable will either be a blueprint for you to follow on your own, or it will serve as a starting point for a longer-term partnership.

If you choose to engage through comprehensive planning, management of investment accounts will be coordinated through our preferred custodian, Charles Schwab.

A comprehensive partnership will allow us to revisit many expected and seasonal financial planning opportunities.

Large life events will happen. We will revisit the plan to make make strategic adjustments. We believe financial planning services should be adaptive, ongoing, and empathetic. We will be by your side every step of the way.