What is the financial planning process?

Comprehensive financial planning begins with a discovery process designed to help us develop a deep understanding of your lifestyle, your values and your life goals. We then design a financial plan based on your individual needs and objectives. After obtaining your approval we implement the plan, from creating a diversified investment portfolio to organizing your insurance, savings, healthcare and retirement programs. We then monitor your progress and communicate with you on a regular basis, making adjustments to your plan in response to changes in your life or in the economy.