“Every decision is a financial decision.” The financial planning process begins with a series of discussions that helps us identify and clarify your financial resources and most important, how you make decisions. We synthesized research from the fields of business management, neurology, psychology, and behavioral finance into a step by step process of decision making.

The planning process blends your goals, values, and dreams with fact based analysis of cash flow and taxes, assets and liabilities, risk management, estate and retirement planning, and your investments. The development of the plan takes an evidenced based approach.