Individual Services
We offer tailored financial planning, healthcare insurance guidance, and HSA planning to help individuals take control of their financial future. We want to help you move forward with confidence.
Financial Planning
We take the time to understand your full financial picture — not just where you are now, but where you want to go. Whether it’s opening a Roth or Traditional IRA, building a budget, managing a brokerage account, or finding ways to be more tax-efficient, we tailor every recommendation to fit your goals and lifestyle. With a clear plan, consistent support, and strategies that evolve as your life does, we want to help you move forward with confidence.
Our Process
01
Connect
Understanding You Come First
Our first meeting is all about you. We take a deep dive into your financial world — your income, assets, liabilities, investment history, and upcoming life events. Just as important, we explore your attitudes about money, goals for the future, and the values that guide your decisions. This is not a sales meeting. No products are pitched and no recommendations are made. This is our opportunity to listen, understand, and begin building a relationship rooted in trust.
02
Evaluate
Identifying Opportunities & Challenges
With the information you've shared, we perform a detailed analysis of your financial picture. We identify strengths, gaps, and areas for improvement — always with your specific goals in mind. Whether you're focused on retirement, building wealth, purchasing a home, or leaving a legacy, this stage ensures your financial priorities shape our strategy.
03
Strategize
Planning is The Key to Success
In our second meeting, we present a comprehensive financial plan tailored to your needs. You’ll receive clear investment recommendations and planning strategies based on our findings. We walk you through how your goals and data informed our approach. Once you’re comfortable and confident, we implement the plan together.
04
Maintain
Planning for Life, Not Just the Moment
Life changes — and your financial plan should, too. Our commitment doesn't end once your plan is in place. We schedule regular reviews to monitor progress, adjust for life changes, and ensure your plan stays aligned with your evolving goals. We’re here for the long term, supporting you as life unfolds.
