Our process begins with a “get acquainted” meeting. We will review information you provide regarding your financial situation (tax returns, insurance policies, asset statements, estate planning documents, employee benefits, etc.). We want to know about your personal goals, values, concerns, dreams, and past experiences.The financial planning process entails discovering where you are now and where you want to go. We work together to establish and prioritize objectives. We’ll review the problems and opportunities facing you, examine alternatives and make recommendations and action steps. The last step is assisting you in implementing those recommendations.Once your initial plan is complete, we regularly meet with you to review and update your plan, assess your progress, and consider other actions that may be helpful for you.You can learn more about the step-by-step process on the Financial Planning page.