Financial Planning

Our Scope

Our scope covers eight areas in people’s lives. We believe that these areas are interrelated and that it is important to address each of these areas to try to build synergy in your pursuit of your goals.

  • Cash Flow Analysis/Budgeting
  • Assets/Liabilities
  • Protection/Benefits
  • Tax Planning
  • Investment Planning
  • Retirement Planning
  • Estate Planning

Our Process

Our process covers eight different areas that will usually take four to six meetings initially before we move on to the implementation phase of the financial planning process. We believe it is only through understanding your objectives and explaining the options that are available to you, that we can provide quality advice. The common meetings include:

  • Initial Meeting
  • Goal Setting/Clarification
  • Data Gathering
  • Budget Meeting
  • Strategy Meeting
  • Presentation
  • Implementation
  • Monitoring/Review