Fee-based Financial Planning

You have plans for yourself and your family. Goals you are working for today — and dreams you will strive to achieve in the future. You may be working toward buying a home, owning your own business, providing a college education for your children, retiring comfortably or leaving a legacy.

What is a financial plan?

Think of a financial plan as a map. It documents where you are today, the goals and dreams you hope to attain, and the steps you can take to help attain them. Customized to your unique circumstances, a financial plan is flexible to adjust when “life happens.”

Is there benefit to working with a financial advisor?

Yes. Your financial advisor can help ensure that the process is simple — and that your financial plan is matched to your unique priorities. What's more, they can act as an ongoing resource when you have questions. Your financial advisor knows your circumstances and is positioned to identify opportunities to help maximize your success over time.

Our step-by-step process

Step 1: Gathering Information
Step 2: Analyzing your financial status and assessing your goals
Step 3: Developing your customized financial plan
Step 4: Presenting your financial plan to you
Step 5: Implementing your plan upon your request
Step 6: Evaluating your plan to keep it aligned with your goals