Financial plans are built around your goals, and we will follow the process laid out below. But what is included in a financial plan? It can include a wide range of topics depending on what is relevant to your situation, including:
- Student loans
- Purchasing a home
- Retirement
- Saving for a child’s college expenses
- Disability insurance
- Debt
- Estate planning
- Life insurance
- Budgets and cash flow
- Health insurance
Process
Click on each step below to learn more
Your Goals
We will start by identifying and prioritizing your goals, which are the pillars of any financial plan.
Get Organized
We will work together to understand your current situation, which usually starts with getting organized and gathering data on your accounts in one place.
Analyze
Based on your goals and situation, we’ll develop a plan that charts a course to get you from where you are to where you want to go.
Review
We will discuss the plan together to make sure you understand and approve it.
Implement
I will help you implement the plan we’ve put together and continue to check in so that we stay on track.
Monitor & Revise
On an ongoing basis, I will continue to monitor the plan for effectiveness and suitability, and as your goals and priorities change, we will adapt the plan accordingly. Life happens; your goals will naturally shift as time and life events come and go, so your plan is never set in stone.