Through this consultative process, we'll develop a road map that we'll review frequently and revise as circumstances evolve. This "road map" will become a tool you will rely on for guidance and decision making.


 Step 1

Discover What Matters: Let us evaluate your family values and dynamics, appraise your current financial position, and weigh your current financial strengths and weaknesses to help guide you to financial success as you define it.

 Step 2

*Plan For It: We will help you pull together your personal “road map” by outlining your options, providing recommendations to help make sure you are properly protected against threats and capitalize on your opportunities. Where appropriate, we will include your team of professional advisors to help ensure that every aspect of your overall plan is working in concert with each other.

 Step 3

**Implement the Plan: Tailored plan in hand, we will help you prioritize and initiate the first steps, and become a proactive partner in achieving your goals to maintain financial independence and personal dignity.

Note: Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

 Step 4

***Review & Revise: Because your financial situation is bound to change, we will work with you to monitor your strategy and its ability to continue to meet your goals.

*The producer's relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
**The client is free to implement the plan recommendations with whomever he/she chooses.
***Periodic reviews or updates require a new agreement and may be subject to additional fees.

Ready to take the next step?

Start Creating Your Road Map
A Financial Services Professional can help you with many of your financial needs. It is important to note that Financial Service Professionals are only able to provide certain services if they are licensed to do so.