A financial plan is a journey, not a destination. It is a dynamic, interactive and evolving presentation of ideas, set in motion to help you set, monitor and achieve your financial goals. We offer our perspective so that each financial decision is cross- referenced against other facets of your financial life to ensure you will maximize your full potential from each of your financial decisions. Given that your financial plan is a journey, we strive to partner with you through your working career and beyond. Our goal is for our clients to have peace of mind that they are doing everything they can each year to achieve their desired goals as efficiently as possible.

Year One

Our comprehensive financial planning process begins with an in-depth analysis of your current financial situation. The next step is to gain an understanding of your short and long-term financial goals. Once these goals are in place, we will provide recommendations and strategies that are designed to help you achieve your goals as efficiently as possible.

The planning process will cover all relevant areas of your financial life, including but not limited to: cash flow structure, investment portfolio management, debt management, savings targets, retirement planning, tax planning, estate planning, business planning, ownership transition planning, and insurance analysis. We will communicate via periodic conference calls and online meetings where we will continue to reassess and update action plans and coordinate with your other business advisors as needed. Keeping all of your advisors informed is important since they will often be involved in the implementation of your plan.

Subsequent Years

We recognize that every year has its own set of opportunities and challenges. You may start a year knowing your targets and feeling that you are on financial cruise control, while other years you may begin the year knowing that there will be a lot of changes. There will also be years where you expect a predictable year, and then life happens. Our long-term financial planning relationship is designed to help you continue to make informed financial decisions that will allow you to maximize your financial outcomes regardless of which type of situation you are facing.

Our subsequent year engagements are geared to maintain the momentum you gained in year one while providing checks and balances along the way. We view the subsequent year engagement similar to your patient that comes in as scheduled for their hygiene appointments. Their commitment to their dental health allows you to assess changes and develop the appropriate treatment plan for their dental care. We utilize the same philosophy with our ongoing financial planning engagements as it allows us the opportunity to assess your course and adapt as needed toward a successful treatment plan of your long-term financial goals.


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