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

Click Here to Send Us a Message