Individuals, Families, and Businesses.
Some team members hold this professional designation, which is known as the industry standard
We place client interests first.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Steps 1-3 Are Typically Accomplished in 30-60 days. Step 4 last a lifetime
30-60 minute call to determine if we are a good fit for you.
Detailed meeting where we gather the info needed to start working with you. This can be in-person, over the phone, or through video.
Model out your current situation, suggested improvements, investment strategies, and explore what-if scenarios.
Act on investment strategies. Life changes: modify and adapt as needed.