In our first meeting, we’ll get to know each other and get some of your questions answered.  We will talk about what your financial objectives are, what it is that you’d like to accomplish with your financial plan, what you value, and what’s important to you beyond the simple financial questions.  We will also share a bit about how we work with clients, our financial planning strategies, how we help you better achieve your goals and—very directly—discuss what we can do to be a helpful resource for you.”

In our next meeting, we will begin framing your plan. We’ll discuss Social Security planning, Pensions, IRAs, 401(k)s and the like, and the other plans and tools that might be employed for your benefit. We will also talk about risks, contingencies, flexibility, Tax Planning, and Legacy Planning.  We will present “next-steps” and the processes to move forward.  And we’ll make sure that you get your questions answered at every step.

With a plan established and implemented, our work continues.  As life and conditions change, your plan should also. We will meet with you on a regular basis to help you review performance and mileposts, re-confirm your goals, review each other’s follow-up checklists, suggest changes to your strategies, and make adjustments as necessary.  Our profession fiduciary relationship is one of ongoing support, advice, and care.