Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Financial Planning
Our Financial Planning Process
Step 1: Initial Consultation
Meet with one of our financial planners to establish a basis for working together and to identify goals.
Step 2: Required Documents
Complete our Financial Planning Intake Questionnaire and deliver to us the required documents. It generally takes about 2 weeks for us to review all documents.
Step 3: Clarification
Your financial planner will reach out with questions or a list of additional information that may be needed.
Step 4: Preliminary Analysis
You will receieve a preliminary analysis, scope of work, proposal, outline of expected meetings, and quote of the financial planning fee(s).
Step 5: Plan Delivery
Meet with your financial planner to review the final Financial Plan and proposed recommendations, and time for you to ask specific questions.
Introducing the 530A Accounts
An article explaining 530A Accounts.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.