Our Process

We utilize the CERTFIED FINANCIAL PLANNER® Board of Standard’s 7 Step Financial Planning Process, the gold standard in our industry.

A circular infographic illustrating the steps in the financial planning process, numbered 1 to 7, with icons and descriptions for each step: 1. Understanding the client's personal and financial circumstances, 2. Identifying and selecting goals, 3. Analyzing the client's current course of action and potential alternatives, 4. Developing the financial planning recommendation(s), 5. Presenting the financial planning recommendation(s), 6. Implementing the financial planning recommendation(s), 7. Monitoring progress and updating.

For a comprehensive financial plan, going through this takes roughly four one-hour meetings to get started, shifting to twice per year after that.

The Founder’s Hierarchy of Financial Needs℠

Our custom Financial Checklist for Business Owners: Build your Foundation to Reach the Top

A pyramid diagram illustrating financial planning stages, from the base to the top: Entity Choice and Asset Protection, Business and Personal Insurance, Cash Reserves and Liquidity, Taxes, Leverage (aka Debt), Diversifying Assets, Exit Planning, and Legacy.

Yes, this graphic looks hideous. This is a work in progress…