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Our Planning Process


We start with a face-to-face meeting where we get to know each other. It’s important in a professional relationship that we can work well together. I’ll tell you about me and you’ll tell me about you.


If you decide to use my professional services, we’ll start by asking you a lot of questions. These are not meant to be nosy, but to fully understand you, your goals, and your current situation. We start by inquiring about what’s most important to you and then getting to the less important financial stuff.


We will gather a great deal of information from you. We will ask for details on your income, expenses, assets, liabilities, and insurance to be able to provide a comprehensive analysis. The better the data, the better and more complete the analysis will be! Here are some tools that will help you understand what we gather.


We’ll take this data, put it into our planning tools, and using my extensive knowledge as a CPA and CFP® Professional, will develop a financial plan for you. The plan will help you identify where you are today and where you are headed. We’ll analyze your investments using Morningstar, a comprehensive investment analytic tool. In addition, you’ll receive written recommendations to help you get from today to achieving your goals.


After our analysis, we present the plan and recommendations to you. In this meeting, you’ll learn about what you have and how these things help you achieve your goals. This meeting typically lasts 1½ to 2 hours; we just can’t seem to do it in less time when we're helping you plan the rest of your life. If you choose to use us to implement your plan, you can contact us, we don’t believe in bugging people.

Implement and Monitor

If you decide to implement your plan with us, we’ll begin a step-by-step process to put the recommendations in place. While some recommendations move quickly and some slowly, we'll work together to turn the plan into reality.

And, just as important as the implementation is the monitoring. When things change, we’ll adapt our flexible plan to those changes and we’ll track progress to your goals. We are available all along the way and plan on being an integral part in your financial future.

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