Comprehensive Financial Life Planning Process

Start Here

Schedule a free 30-minute consultation phone call to discuss your goals and any financial concerns to see if we’re a good fit to work with each other.

Step 1 - Explore Your Possibilities

Exploration Meeting: 60 minutes
We will take a little more time to get to know each other and to explore your values, your dreams, and your life to learn what matters most to you. We’ll also take a quick look at your finances to address anything that might be urgent.

Vision Meeting: 60-90 minutes
We take a look at your financial satisfaction and the role your finances play in your current life. Then we will dive a little deeper into your goals and priorities to develop a vision of what your ideal life looks like.

Strategy Meeting: 60-90 minutes
We will come back to your vision of a great life and look at what could possibly get in the way. Together, we’ll work through any obstacles or challenges and begin to set a timeline to achieve your vision. Now that we know your destination, we can begin to chart your path. We’ll also launch your personal financial website, so you can start seeing your financial life all on one page.

Step 2 - Chart Your Path

Financial Planning Meeting 1: 60 minutes
We will start with an in depth review of your current financial picture and take an interactive look at the art of the possible in developing your financial roadmap. develop your personal comprehensive financial life plan to achieve your vision.

Financial Planning Meeting 2: 60 minutes
We work through various scenarios as we develop your personal comprehensive financial life plan to achieve your vision. We develop action items and detailed recommendations to reach your goals.

Step 3 – Navigate Your Journey

Implementation Meetings

We’ll meet every 2-3 months over the remaining year to help you work through the action steps in your comprehensive financial life plan and to partner with you to provide course corrections as opportunities and challenges arise.

Implementation Meetings #1-4: 60 minutes each
We’ll take action on your plan by optimizing your retirement and college savings, balancing your investment portfolio, and integrating your employment benefits with your military and VA benefits.

We’ll take action on your planning needs related to a variety of insurance needs including life, disability, property, liability and long term care insurance. We also address your tax planning, long life planning, and estate planning needs.

In between meetings, we’re available by phone or email if you need us – no question is too small.