Financial planning is the discipline of preparing for the future. It is establishing a framework that identifies financial goals, as well as a means to achieve those goals. We provide an individualized, integrated approach to developing your personal financial plan.

Our comprehensive financial planning process includes:

• A personal consultation to establish your goals, desires and objectives.
• Gathering the qualitative and quantitative data that reflects your circumstances.
• Spending time analyzing the data to understand your personal situation.
• Developing effective financial strategies to meet your objectives.
• Implementing your plan and strategies.
• Monitoring, reviewing and adjusting your plan as needed on an ongoing basis.

Financial planning includes a variety of important aspects of your financial life including: