Fee Based Financial Planning

We believe that a plan is a powerful tool.  Reaching your long-term financial objectives hinges on having the right plan - one that fits your unique circumstances and grows with you.  Our process enables us to learn about a clients goals and objectives, analize their current financial situation, recommend a long term strategy to pursue their goals and objectives, implement a strategy, monitor the progress and update the plan as life changes.

Our financial planning process encompasses the following steps:



  • Establishing the client relationship
  • Gathering client data
  • Goal Setting
  • Risk Tolerance
  • Tax Consequences

Analysis & Evaluation

  • Liquid Net Worth Statement
  • Current Performance Review
  • Current Asset Allocation


  • Recommendations
  • Provide Client Education
  • Custom Asset Allocation
  • Gain Client Approval


  • Account Opening Documents
  • Account Funding/Transfer
  • Consolidated Financial Picture


  • Monthly Statements
  • Client Review Meetings
  • Measure Progress against Goals
  • Ongoing Due Diligence of Investment Managers
  • Tax Harvesting
  • Portfolio Rebalancing