Our Wealth Planning Tool in Action!!!

The Big. Picture. Wealth. Planning. process begins with a clear understanding of the financial factors that have a lasting impact on your goals and objectives. With our regularly scheduled meetings, we will identify not only the economic changes occurring, but also the personal challenges you may be facing. Based on your current life situation and needs, we will work with you to create and implement a wealth plan tailored to your specific situation. Our goal is to provide you with a financial roadmap and guide you through life’s challenges with the right information at the right time.

  • DISCOVERY MEETING
  • PLAN DESIGN MEETING
  • MUTUAL COMMITMENT MEETING
  • 45-DAY FOLLOW-UP MEETING
  • REGULAR SERVICE MEETINGS

This image is reproduced from the Goal Planning & Monitoring financial planning software, ©PIEtech, Inc. Used with permission. All rights reserved.


“An investor without investment objectives is like a traveler without a destination.”

Ralph Seger