Our practice is based on financial planning. We help our clients think about their goals (pay off loans, marriage, education, buy a house, save for retirement), then plan how to achieve those goals in a cost- and tax-efficient way.
A typical process is as follows:
The first visit is about one- to two-hours long. I provide background on myself and how my practice works. I want you to know who I am and what services are provided. Then, I ask questions to get a feel for your goals and needs. If we agree to work together, I ask for copies of your financial statements and work up a financial plan.
The second meeting (about two weeks after the first) is where I review the plan with you. We review the surpluses and the deficits and discuss what adjustments can be made to get the plan on track. There is no charge for this service.
Next, we move forward and implement the plan.
Please continue to “Client Packet” for more details.
We are pleased to be working with you. In general, the on-boarding process takes about two to three weeks. During this time, we will set up any accounts needed to assist you in reaching your goals.
Please review and complete the following forms for the creation of your financial plan: