With my ongoing planning services, building a road map for your financial future is simple. We'll collaborate to help you stay on track towards achieving your financial goals.

1. Introductory Meeting

Let's get to know each other to understand how I work and what I do, and what you are hoping to accomplish. 

2. Data Gathering Meeting

This is a deeper discussion including goal development and fact finding so we can take all of your factors into account.

3. Base Plan Review & Strategies Meeting

Next, we'll review the data and begin to design strategies and recommendations.

4. Recommendations Review

Together we'll finalize your plan, complete with a step-by-step game plan to meet your goals.

5. Implementation & Ongoing Planning

We'll keep the line of communication open. I monitor your plan and update it periodically, and you reach out whenever you need me to keep you on track toward your goals!

Your financial plan comes with access to your Personal Financial View website

Using PFV®, we work together to help you get organized. Proactive plan monitoring keeps you in the know, so when life changes, your plan does too!

ORGANIZER Connect all your accounts for a consolidated view of your entire financial picture.	INVESTMENTS Interactive charts and detailed views help monitor all your accounts.	SCREEN SHARING Join a screen sharing session quickly and easily for interactive planning anytime.	VAULT Safely store your most important financial documents, accessible 24/7.
TRACK SPENDING Know how much you’re spending, and where.	BUDGETING TOOLS Set budgets to help reach your savings goals.	MOBILE A complete financial picture available on your smart phone.	GOALS See if you’re on target to reach your most important goals.