Broker Check

Our Process

First off, our process is interactive and begins with you sharing your goals, fears, and hopes. We want you to be heard and understood.

We will take the time to think through the financial and family issues that are pertinent to your situation, evaluate them and can develop an integrated plan designed to assist you in moving closer to your goals. We offer many levels of planning, and this process empowers us to offer customized advice and a more solution oriented approach. The following information will be integrated into your comprehensive financial plan if you choose to engage our services at that level:

  • Investment and Savings Accounts – their purpose, funding and structure
  • Business Ventures
  • Employee Benefits – what you are accessing and why
  • Social Security & Pension Projections
  • The Household Monthly Cash Flow (income and expenses)
  • Employment Income & Career Dynamics (one month’s pay stubs)
  • An Approximate Household & Business Inventory
  • Any Estate Planning Documents that may exist
  • Previous Year’s Tax Return
  • Existing Life, Disability and Long-Term Care Insurance Policies
  • All Beneficiary Declarations