Your CFP®, CERTIFIED FINANCIAL PLANNER™

THE FINANCIAL PLANNING PROCESS

Coming up with a solid financial plan means doing some homework—both on your part and ours. From examining your current situation, to setting goals, to deciding how to measure your progress, a CFP ® professional is uniquely qualified to take you through the financial planning process.  In six steps, we will:

1. Agree on how to work together

2. Gather information about your finances and set goals

3. Analyze and strategize

4. Develop recommendations

5. Put plan into motion

6. Monitor progress and stay on track

As CPA’s with the CFP® designation, CERTIFIED FINANCIAL PLANNER™ we are often viewed as clients’ most trusted advisors.  We do not represent a specific bank, insurance, or investment company.  This aligns our goals with your goals, which is to grow your wealth; and it allows us to provide access to many more investment options at a much lower cost.  We act with undivided loyalty to our clients.

Our investment services can encompass one or more of the following:

  • Investment management
  • Retirement planning
  • Education planning
  • Cash flow planning
  • Risk management and insurance planning
  • Estate, gift, and wealth transfer planning
  • Elder planning
  • Charitable planning

Consumer Guide to Financial Planning