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
Monitor:
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