It Starts with You

Detailed planning can be one of the most effective ways to create financial security. A successful plan not only provides financial security throughout life, it can also reduce damages from disability, critical illness, or other income losses.

A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.  - Alexa Von Tobel

How We Work


1. Discovery Meeting

  • Identify goals, priorities, preferences, and roadblocks
  • Establish expectations from us
  • Decide if working together is the right fit 


2. Building the Plan

  • Detailed conversation about financial needs and goals
  • Sketch preliminary plan, review and revise as needed


3. Providing the Roadmap

  • Deliver an easy-to-follow roadmap
  • Prioritize most important “to-dos”
  • Outline steps needed to conquer potential obstacles 
  • Assess how other elements may impact your plan (taxes, social security, inflation, etc.) 


4. Putting Your Plan in Place

  • Create step-by-step task list
  • Initiate client website


5. Ongoing Support & Advice

  • Regular plan assessments & reviews
  • Collaborate with outside team professionals, as needed
  • Continual education via educational workshops, bi-month blog, monthly newsletters, and exclusive client events