Financial planning & retirement planning are much more than just money, numbers, calculations and investments. While these are all pieces of the puzzle – the most important ingredient is purpose – pinpointing what you want from life.

Clearly defining your hopes, dreams, and goals along with your values helps to lay the foundation and establish the first step – a target to aim for.

Next we look at where you are today versus where it is you want to be in the future – and devise a plan to fill that gap.

We then prioritize your goals and execute the strategies that will best suit your circumstances to fulfill on your desired future.

While some advisors view financial planning as a one time event, selling you a 100 page document you’ll never look at again that gets used as lever to sell commission-based products, we see financial planning as an ongoing process.

We stand beside you as your partner every step of the way, all the while monitoring your progress and course correcting as needed while focusing on building the life you want.

“Live the life you’ve dreamed.” – Henry David Thoreau

Our financial planning & retirement planning process occurs over 5 meetings.

Once you have graduated the initial planning our ongoing planning meetings are held 3 times over the course of each year – January, May, & September.

We of course understand that life happens – and we are here for you as needed beyond those planned meetings.

Financial planning services and our meeting structure are laid out in more detail below: