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financial planning process

our financial planning process:

Our process always begins with a discovery process.  First, we want to understand and your life's goals and dreams.  Next, we uncover your personal values.  Then we discuss your relationship with money: seeking to fully understand why money is important to you and what past experiences have defined your relationship with money.  Finally, we gather detailed information about your current financial profile to create a personal "balance sheet" or net worth statement. We need to know where you are financially in order to put you on the right path to where you want to go financially.


  1. What goals and dreams have you yet to accomplish in life?
  2. If you were to die tomorrow, what regrets would you have?
  3. In one, three, and five years from now, what would success look like for your relationship with us?