The Planning Process

Goals & Dreams

A plan is virtually useless without an intended outcome. In the case of personal finance and investing the intended outcome is your goal or dream. That is our first step, establish what you want and how you want to live.

Short Term Goals & Budget

The second stage of our process is to create short term goals for the next six months to get you started on your future. Additionally we will provide you a recommended personalized budget based on your historical spending trends.

Investments

The third stage of our process is to invest your assets. With the two previous stages we will be able to identify your risk tolerance, goals, and you will have a platform to increase your investment portfolio.