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Financial Planning

We do the work, so you don't have to.

Achieving your financial goals doesn’t happen by accident.  It takes patience and planning to create the kind of possibilities that money can buy.  Whether you’re saving for a home, a college education, a dream project, or investing for retirement, having a trusted financial advisor can support and guide you to make solid decisions that turn life goals into reality.

Personalized financial planning is integral to everything we do. Using innovative digital tools paired with a hands-on people-first approach, we make your money work harder and smarter for you.  Our financial advisors specialize in a range of financial disciplines, which are reflected in the services we proudly offer.

Financial Planning Process - Year One

01

Initial Meeting

Sit down with our wealth managers to see how we might be able to help.

02

Data and Goals Confirmation Call

(45 minutes – 1 hour, occurs 2 weeks after initial consultation)

Financial planning team gathers all pertinent financial data and further develops goals with client.

03

Data and Goals Homework Items

Client gathers any remaining pieces of data that were not available for the data call.

04

Strategy Sessions

Work through your personal financial planning needs, become educated on the various solutions at your disposal, and implement the ones we collectively believe would be most beneficial for you.

  • Strategy #1: Review current financial situation, identify investment and tax inefficiencies, and discuss strategies to improve current standing.
  • Strategy #2: Review strategies implemented in Strategy #1, address ancillary planning issues such as pensions, Social Security, protection planning and estate planning.
  • Strategy #3 (if necessary): Review strategies implemented in sessions 1 and 2, address any remaining planning/investing topics, and field any additional client questions.
05

eMoney Website Setup

Scheduled call with team member to establish personalized website and access to all investment accounts.

06

Ongoing Monitoring and Financial Planning Relationship

Appointments scheduled in advance throughout the year to monitor progress and make adjustments to adapt to changes in your life, tax and estate laws, and financial markets.

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