"The process of determining whether and how an individual can meet life goals through the proper management of financial resources." - CFP® Standards of Professional Conduct


In other words, financial planning is life planning.  Good financial planning can positively affect the lives of your family members for generations.  Our fee options are described under PRICING.

Collaborating with an educated, professional, objective third party allows for making the emotional decisions around money a little easier.  As "life happens," you will have a fiduciary professional you can trust; to help clarify your options, so you can make the right decisions.  Our financial planning and wealth management process is the "art" of our business:


The art is managing an organized, transparent process for achieving your goals:

  • We listen to you and help you organize your financial information (Week 1 and 2)
  • We repeat what we heard by providing a "Financial Snapshot" summary (Week 3)
  • We analyze your overall financial picture and begin developing your first ROADMAP (Week 4 and 5)
  • We share our recommendations in a way you can understand (Week 6 or 7)
  • We revise the draft of the ROADMAP with and summarize 40+ pages down to 1 (Week 8-10)
  • We present the final Financial ROADMAP with Executive Summary, Narrative and Supporting Schedules (Week 12)

Our client engagements are six (6) months so if we do end in 12 weeks, we use the rest of the time (and fee) for implementation. If clients would like us to work with their families on an ongoing basis, we have options for that as well.