In this meeting, we will provide our framework to help you clarify your vision, as well as learn more of your story, relationship with money, and gather your key financial details.

To know where you’re going, you need to know where you’re at. In this meeting, you will receive your Freedom Plan that clearly outlines all of the data and insights from the Financial Modeling, and gain a clear perspective on your true financial capacity.

Based on your vision and the financial modeling, we will put together a roadmap of our recommendations and outline a plan for implementing your strategy.

Once the first steps of your plan are in place, you are officially a client of our firm. We will outline what our ongoing work will be, provide education on what’s possible for the future, and gather your feedback on our experience.

Planning is an ongoing event, and your needs will change as time progresses. We will meet with you at least every year to ensure that your plan is always relevant and that you stay on track.

Life happens and we will be here for you – through the good and the bad. Meet with us when you have a life-altering event such as the sale of a business, a job transition, sending a kid to college, death, divorce, or health diagnoses.

We want to make sure that you are always satisfied with our client experience, so we may carve out specific time throughout the year to ask for your feedback.

As part of our strategic alignment with Northwestern Mutual, we have access to Sophisticated Planning Strategies on your behalf.