We have developed a process to help parents protect their family and plan for every step along the way.
Each family starts in Foundational Planning. Parents do not pay us a fee for this aspect of planning as we want to ensure that all of your money goes to help build a solid financial foundation for your family in the areas of:
Through our work together we ensure that you can check off each aspect of the Foundational Planning process. At that time we work to help you save the fee for the next step in our process which is Comprehensive Family Planning. At this point we shift our focus to helping you plan for long term goals and objectives.
Through regular communication and guidance we serve as your resource for your family’s financial plan for years to come.