Financial Planning

What makes a good financial plan?  We believe that the most important element to a successful Financial Plan, is YOU.  We will get to know you, your family, your lifestyle, your goals, and your values.  Once we have captured these things, we will take a step by step approach tailored to your specific situation.



Discovery Meeting:
Determine if we are a good fit for each other




Data Gathering:
You tell us everything we need to know about you




Financial Plan and Portfolio Construction:
Based on your input, we put a Plan in place that makes sense for you




Regular touch points, to ensure that we are on track to meet your goals




Reassess and Adjust:
Meet every six months and update your Plan as needed




For any questions, please call us at (248) 687-1153

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