210 West 8th Street
Our Life By Design™ process consists of designing, creating and monitoring your financial plan by starting with three very important ingredients:
In a one-on-one meeting we will listen to your goals and concerns, conduct guided fact gathering, and explore your financial priorities.
We will perform the heavy lifting of bringing together the various pieces of your financial life, analyze them for gaps, and then formulate your complete plan.
Clarify your values and goals – together we focus in on discovering your values and goals, ensuring that they are the driving force of your financial plan.
We carefully craft a plan that is unique to you, covering many aspects of planning such as: retirement, estate, investment, insurance, tax, education planning, and even special projects.
We come together to make final strategy decisions, implement insurance solutions and execute investment strategies.
We will oversee your plan on a continual basis, monitoring your investments for needed adjustments and changes. Semi-annually we will conduct a broad review of your financial plan. Once a year we meet for an annual review to update your financial plan focusing on your Life By Design.
Click here for our 10 Point Annual Review Checklist.