A detailed planning process is the best way to establish financial security. Once we get to know you, we can begin to develop a dynamic financial plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul. Check out our detailed client service calendar.


Our Client Service Calendar

January - June

July - December

Financial Plan Review

Goal Progress Update

Balance Sheet Update

Budget & Cash Flow Analysis

Credit Score Check

IRA & HSA Contribution Review

Retirement Review

Estate Plan Review

Insurance Review

Open Enrollment (Employer & Medicare)

Investment Review

Rebalance Investments

Tax Return Review

EOY Tax Projections

401(k) & Pension Review

Social Security Statement Review

College Planning & Student Loans

Debt Management & Mortgage Review

Quarterly Market Commentary

Quarterly Market Commentary

Weekly Newsletter

Weekly Newsletter