Getting Started

Whether you’re starting a family, planning for retirement, running a business, or simply trying to get your finances in order, we begin every financial plan the same way: a face-to-face meeting with one of our Certified Financial Planners™.

You and your CFP® professional will talk about your current financial situation and gather any necessary documents. Together, you'll define your personal and financial goals, including timeframes. You may also want to discuss your comfort level when it comes to taking financial risks.

Among the topics we will discuss are:

  • Your financial goals
  • Insurance
  • Asset allocation
  • Retirement planning
  • Investments
  • Budgeting
  • Real Estate
  • Estate Planning

Right from your initial meeting, you will have the opportunity to meet our staff, have your questions answered, and discuss all of the options available to help you meet your goals. Hopefully, this will mark the beginning of a lifelong partnership helping you reach those goals.