Approach
HOLISTIC PLANNING WITH
THE HEART OF A TEACHER
Discovery
- Complimentary meeting to learn about your situation and your specific goals.
- Gather statements and information.
- Educate you on what you currently own and why you own it.
Planning
- Look at options to compliment what you may already have.
- Think independently about solutions to fill any gaps.
- We’ll develop a strategy and get to work!
Review
- Regularly monitor your financial plan and its performance.
- Annual review meetings to discuss performance, changes, needs, or questions.