A Look Inside Our Planning Process

financial planning experience


“What does your process look like?”

  1. There is a “discovery” meeting.  We discuss the purpose of having a financial plan for your family and your goals.
  2. You provide us with data (statements, plan documents, spreadsheets, etc…).
  3. Jeff and I then go to “Mt. Financial Planning” and pour of the data and we come up with “ideas” for you to accomplish your goals.
  4. We gather and present you with your “One-Page Financial Plan.” This includes simple concise next steps of what we want to accomplish over the next 90 days.
  5. “Execute” the plan.
  6. “Monitor” the plan.

To learn more about our financial planning process, click here.


Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

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