Getting To Know You

Discovery

Before we get down to crunching numbers, we’ll talk about the things that are most important to you - family, community, past times, church. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.

Planning

Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct a framework for a plan that supports them.

Solutions

A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific strategies to help match each of your goals. This is where we implement your customized plan.

Monitoring

Just when you make plans, life happens - and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We’ll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.