Our goal with planning is to bring together multiple perspectives in a way that gives you clarity and direction for your financial decisions. We look at your wealth from all angles, and we provide a comprehensive picture of your financial life, so you know where you stand, where you’d like to be, and how to close the gap. With our detail-oriented approach, you’ll gain a clear understanding of any potential risks, opportunities, and areas for improvement.
Right-Fit Discovery
Data Gathering & Planning
Implementation & Reviews
Right-Fit Discovery
We start with a brief phone call or Zoom conversation to determine if we’re a good fit for each other. We’ll gather key details like income, savings capacity, and existing accounts.
Data Gathering & Planning
Once you decide to move forward, we’ll have you complete a financial planning questionnaire. Then we’ll open any necessary accounts and outline a clear timeline for your planning process.
Implementation & Reviews
Once your plan is established, we’ll meet twice a year—or more if needed—with a structured agenda to help you stay on course. Annette and Valerie are always available to support you, and we’ll keep you informed of your progress while helping you adjust your strategies as your life evolves.