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.