Our Process

Foundational Planning

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:

  • Life Insurance
  • Disability Income Insurance
  • Monthly Budgeting (Cash Flow Management)
  • Emergency Fund
  • Wills/Trusts
  • Property & Casualty Insurance Review

Comprehensive Family Planning (Fee Based)

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.

  • College Savings Plan
  • Investment Management Strategies
  • Advanced Estate Planning
  • Tax Reduction Strategies
  • Retirement Planning
  • Cash Management Strategies
  • Insurance Analysis and Update